Douglas DeMay
CFA
Phone: 860-290-8788 Ext. 224
Fax: 860-290-8822
E-mail: demay_douglas@nlvmail.com
Professional Specialties:
• Investment Strategies*
• Retirement Planning
• Wealth Management Strategies*
• Estate Planning Strategies
• Long-term Care Planning
Professional Qualifications:
• Bachelor of Science in Finance, University of Connecticut
• Chartered Financial Analyst®, CFA Institute
• Hartford Society of Financial Analysts
• FINRA Series 7, 63 & 65 licenses
• Fellow, Life Management Institute
Personal:
Doug was a curriculum reviewer for two industry textbooks entitled :“Financial Markets and Institutions”, Second Edition (2004); Thomson Southwestern; ISBN 0-324-21240-2 and “Fundamentals of Investing”, (2004); Addison Wesley Publishing; ISBN 0-536-75427-6.
Doug resides in South Windsor with his wife and three children.
Douglas DeMay is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. offering securities in Connecticut and Massachusetts. Doug is also insurance-licensed in the states of Connecticut, Rhode Island, Massachusetts and Pennsylvania.
CFA® and Chartered Financial Analyst® are professional designations owned and awarded by the CFA Institute to individuals who successfully complete accreditation requirements and maintain good standing. FLMI® and Fellow, Life Management Institute® are professional designations owned and awarded by the Life Office Management Association to individuals who successfully complete initial accreditation requirements.
*Securities and investment advisory services offered solely by Equity Services, Inc. Maffe Financial Group is independent of Equity Services, Inc.