Doug has more than 35 years of experience in the financial services industry. His focus is on managing and preserving each client’s assets for the priorities and purposes they have intended, such as enjoying a comfortable retirement and leaving a legacy for their loved ones.
Doug works with clients building a close client relationship with them and their families. He wants to be the first person they call whenever they are faced with making any financial decision.
Before co-founding Wells Trecaso Financial Group, his independent advisory firm, in November 2017, Doug was Senior Vice President, Portfolio Management Director at Morgan Stanley for nine years and Senior Portfolio Manager at UBS/Paine Webber for 26 years. He earned a bachelor’s degree in business administration/finance from The Ohio State University.
Originally from Middletown, Ohio, he now lives in Stow, Ohio, with his wife, Missy, and children, Ryan, Courtney, Meghan, Mollie and Kevin. In his free time, Doug enjoys tennis, golf, skiing, and spending time with his family. He serves on the board of directors at Walsh Jesuit High School, as chairman of the board at Boys Hope Girls Hope of Northeast Ohio, and Finance Committee at Holy Family Parish.