J. Douglas Burney, First Vice President/Investments - Stifel

These include initial financing of public corporations, implementing corporate 401(k) programs, and estate and tax management strategies. My goal is to provide a clear, easily understood roadmap to help get clients on course for a rewarding financial future. On the corporate level, I assist in developing progressive financial strategies for corporations and key executives. Specialties: Personal we

alth strategies, investment plans, personal 401(k)s, IRA investment strategies, and custom investment management. Minimum account size is not relevant to personal consultation. Insurance strategies for life, health, and family wealth transfer. For specific information concerning social security and medicare, go to my website: www.jdbwealthmanagement.com or refer to the link below under websites. Interests: Vintage British sports cars, Civil War history, golf, travel, and the Cubs. After hours by appointment only.
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