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Douglas H. Brewer, CFP®

Merrill Lynch

6900 South McCarran Blvd
Reno, NV 89509
Phone: (775) 688-5712
Fax: (775) 490-1412

Toll-free: (800) 925-7719
Web site

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

About My Practice

Doug Brewer is a Financial Advisor in the Reno office of Merrill Lynch. As a financial advisor, Doug helps clients manage their personal and business finances. On the business side, he has worked with clients to establish owner/employee retirement plans, cash management strategies, and meet their borrowing needs.

On the personal finance side, he focuses on retirement and estate planning. Regarding retirement planning, he has worked with clients to establish goals and develop a strategy to meet those goals consistent with their need to minimize risk. Regarding estate planning, he and his trust and estate specialists have worked with clients and their advisors in developing a plan to minimize taxes and meet their legacy goals.

Doug has a BS degree in chemical engineering and a MBA, and is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has worked in the financial industry for over 15 years, lives in Reno with his wife and two sons, and is an active supporter of local youth music programs.

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: NV, CA, CO, Health/disability insurance: NV, CA, CO, Fixed annuities: NV, CA, CO, Variable annuities: NV, CA, CO
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Merrill Lynch/Bank of America

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.