Doug MaClean, Private Wealth Advisor, Moneco Advisors New Canaan, CT

Doug MacLean

MBA, RICP®
Private Wealth Advisor
Get to Know Doug…
Favorite part about working at Moneco:
Everyday I love coming to work because it gives me the opportunity to build stronger relationships with clients and their families.
Favorite thing to do outside of work:
Golf, hockey, DIY projects & travel.

Favorites

Quotation: “You miss one hundred percent of the shots you don’t take” – Wayne Gretzky
Vacation Destination: Cape Breton Island
TV Show or Movie: Billions
Band or Music: Classic Rock, EDM, Country
Sports Teams: Philadelphia Flyers, Eagles, Phillies

Finance has always been Doug’s passion. He is dedicated to understanding the personal and financial aspirations of all of his clients, while developing long-term solutions to help them pursue their objectives. His mission is to guide clients through the fluctuating financial climate, while developing a strategy that has the flexibility to evolve as needs change and opportunities arise over time.

Experience:
Doug joined the Moneco Advisors team in the fall of 2021. Prior to Moneco, he spent 7 years at Barnum Financial Group as a financial advisor.
Education & Certifications:
Doug attended Sacred Heart University, where he played collegiate hockey and earned both a Bachelor in Science in Marketing and an MBA.
Personal:
When he’s not in the office working with clients, Doug enjoys golf and traveling. His parents originally hailed from Nova Scotia, where he frequently visits family and takes advantage of the great outdoors.

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