Broker Check
Doug Potash, CRPC®

Doug Potash, CRPC®

Vice President and Wealth Advisor

Doug graduated from Villanova University in 1973 with a Bachelor of Science degree in Accounting. After a twenty-five year career in the motion picture industry, he settled in Annapolis in 1999 and in 2004, began a new career as a financial planner.

Doug holds the designation of Chartered Retirement Planning Counselor ®. In addition, he has completed the FINRA Series 7 and Series 66 exams and holds the Maryland Life and Health insurance license. His expertise lies in retirement planning for married and domestic couples. Doug also believes that close, continual client contact is of utmost importance, especially during these turbulent times.

In his spare time, Doug is a big fan of the Rolling Stones and runs one of the bands largest social networks.