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Douglas Greene

Advisor at Greene & Company Financial Services LLC

Updated today
Greene & Company Financial Services LLC logo

Firm

Greene & Company Financial Services LLC

Location

Moultonborough, NH

Credentials

PFS™, Series 63

Industry experience

21 years

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Fee options

Fixed

Fees are negotiable; some clients have flat fee agreements, e.g., 1% annually

Percentage

$0 - $250,000: 1.75% annually $250,000 - $500,000: 1.50% annually $500,000 - $750,000: 1.25% annually $750,000+: 1.00% annually

Commissions

Commissions on the sale of Fixed Index Annuities; not on securities advisory services

Project-based

Typically $180 per hour for special projects requested by client

Other

Minimum fee: No minimum fee; annual fee will not exceed 2% Fee-only: Advisory fees as described; no commissions on investment advice

Work history

Greene & Company, PC

1982 - Present (44 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance

Gary M

Series 63, Series 65, Series 66

Melvin Village, NH

Merrill

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Wealth management Tax-loss harvesting Multi-generational wealth transfer General estate planning guidance

Brian L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Elijah S

Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Keith B

Series 66

Moultonborough, NH

Edward Jones

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Real estate investing Founder/Business Owner

Cari L

Series 63, Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans Women Professionals
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