Douglas Rogers

Douglas L. Rogers, CFA®
Investment Manager

101 Arch St

15th Floor,

Boston, MA 02110-1103

About me

Background

Douglas Rogers is an investment manager with Truist Wealth, offering clients more than 28 years of investment management experience. His background includes experience in asset allocation, equity analysis, portfolio management, alternative investment structures, and options strategies. He works collaboratively with wealthy families and individuals to develop and manage comprehensive investment strategies designed to help meet their long-term objectives. Along with his team, he builds financial plans that consider the complexities of each client’s full financial portfolio and helps ensure their investments are aligned with their estate plans. He can be reached on his cell at 617-872-0943.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Lehigh University 1989 1993

Personal Interests

Doug Rogers is a lifelong resident of Massachusetts. He and his wife have two sons in college and currently reside in Reading, MA. He is actively involved with the Boy Scouts of America and is an Eagle Scout.

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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