Robert

Robert "Doug" Halbreiner CPCU, CRPS

3D Wealth Advisor - Legacy Group

Phone: 516-759-3900 Ext 1026
E-mail:
 

Doug began his professional career in the Property & Casualty side of the financial industry. After five years as an underwriter, he joined AXA Advisors LLC located in Bala Cynwyd, PA.

In July of 2014, Doug entered the world of total wealth management by joining our team in New York. As a part of the 3 Dimensional Wealth Advisory Team, Doug focuses his time and efforts on providing financial advice to families, future retirees, and small businesses through asset allocation, income protection, estate planning strategies, and wealth preservation strategies. Doug is Series 7, 63 & 65 licensed with FINRA along with his Life and Health License. He is a registered representative of Sterling Monroe Securities, LLC.

Doug obtained his B.S. degree in Mathematics from Saint Joseph's University in Philadelphia, PA. He achieved his Masters in Business Administration with a concentration in Finance from the Haub School of Business at Saint Joseph's University in 2015. He received the honor of being inducted into Pi Mu Epsilon (Mathematics Honor Society) and for his Masters coursework Doug was inducted into Beta Gamma Sigma (International Business Honor Society).  In 2016, Doug has earned the Certified Retirement Planning Specialist (CRPS) designation.

In his free time Doug gives back to Saint Joseph University by serving as a member on the Barbelin Society Committee. He enjoys playing basketball and spending time with his family.