Doug Bazley, CPA, CFP©, CRPC©
Financial Advisor at Modera Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Asheville, North Carolina, United States, US
Languages
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English -
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Credentials
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CRPC
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Certified Financial Planner
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Series 7 and 63
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Experience
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Modera Wealth Management
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United States
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Financial Services
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100 - 200 Employee
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Financial Advisor
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Apr 2022 - Present
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Financial Advisor
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Apr 2022 - Present
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Parsec Financial
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United States
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Investment Management
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1 - 100 Employee
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Financial Advisor
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Apr 2022 - Jun 2023
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Retirement Consultant
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Oct 2017 - Mar 2022
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Transamerica
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United States
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Financial Services
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700 & Above Employee
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Retirement Counselor
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Sep 2009 - Sep 2017
Provide dedicated on-site educational services and client support for multiple employer retirement plans to a large hospital system. Provide dedicated on-site educational services and client support for multiple employer retirement plans to a large hospital system.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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2007 - 2009
Worked with clients regarding their investments and retirement plans, considering tax implications and objectives. Worked with clients regarding their investments and retirement plans, considering tax implications and objectives.
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Education
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1996 - 1999
University of Alabama at Birmingham
Bachelor's degree, Accounting and Finance -
1993 - 1996
Samford University
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