Douglas W. Vergith

CTFA

Director of Business Development

Phone: 516-759-3900 Ext. 1016
E-mail:
 

Doug spent the first 25 years of his career in the Schenectady, NY and Hartford, CT areas before relocating to Long Island in 1995. The following 14 years were spent with LI Savings Bank, State Bank of LI and HSBC Bank USA. Throughout these years, Doug was responsible for bank sales and sales management.

Doug joined 3 Dimensional Wealth Advisory as Director of Business Development, a position created especially for him. In addition to helping the firm with certain Long Island growth initiatves, Doug helps individuals and small business clients with assest allocation strategies and 401(k) plans. He is a Certified Trust and Financial Advisor (CTFA), a designation granted through the Institute of Certified Bankers. Doug maintains securities licenses (FINRA Series 7, 24 and 63), as well as his life insurance license. He is a Registered Representative for Sterling Monroe Securities, LLC.

Doug received his Bachelor of Arts in Economics from Union College.

A scratch golfer, Doug is the Executive Director of the Long Island Golf Association and the Long Island Caddie Scholarship Fund. In addition to being an avid golfer, Doug enjoys watching college basketball.