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Douglas N. Lindley, CWS®, AIF®

Douglas N. Lindley, CWS®, AIF®

Partner / Senior Financial Advisor

Doug is a 20 plus year veteran of the financial services industry. Integrity, professionalism, knowledge and results are the hallmarks of Douglas' practice and the values his clients have come to expect. Doug takes the time to get to know your situation and help clarify goals for your family and business. With that insight, coupled with extensive industry knowledge, Doug works with his clients and their other trusted advisors to customize strategies for pursuing your financial success.

Doug's full-range of personal and business financial services include a complete array of wealth management and investment vehicles and services, life, disability income and long-term care insurance. Additionally, we have access to proven investment resources and cutting-edge technology to enhance efficiency and help maximize earnings potential. Doug brings all of these resources to his client relationships to help ensure results. Doug is a registered representative and a licensed Life and Health Insurance representative in multiple states. He is an Investment Advisor representative through Cetera Advisors LLC.

Doug, along with his wife, Kim, are active volunteers in their community. They have served together on the Dayton Art Institute Associate Board and Chaired the 2008 Dayton Art Institute Oktoberfest. Additionally, Doug and Kim have also chaired Alter High Schools primary fundraiser, Alterfest in 2012. Doug is a past president of the Alter High School Boosters, a past board member of the Dayton Chapter of the National Association of Insurance and Financial Advisor, and has served as a Corporate Coordinator for the United Way.