Douglas J. Brandeen has worked in the Investment Management Industry since 1993, beginning his career as the Financial Advisor at The U.S. Naval Academy. Consistently from 2013 through 2025, Doug has been selected as one of Mid-Atlantic’s FIVE STAR Wealth Managers in the Mid-Atlantic area. Currently, Doug is a Senior Vice President of Quillion Wealth Management of Wells Fargo Advisors Financial Network located at The World Trade Center in Downtown Baltimore.
Doug received his Bachelor of Science Degree in Mathematics from the United States Naval Academy and an MBA in Finance at the Robert Merrick School of Business. Doug’s nearly eight years in the Naval Service were spent primarily in the Business Financial area of the Naval Supply Corps, which included two deployments to the Persian Gulf in support of Operation Desert Shield and Operation Desert Storm. Doug had the honor of serving his last four years in the Navy as the Financial Advisor at the United States Naval Academy located in Annapolis, Maryland. Doug was well regarded for his strategies while on the U.S. Naval Academy Staff, thus receiving an end of tour award for his gallant work efforts.
Doug’s extensive experience, throughout major shifts in the markets, enables him to create portfolios designed to withstand market volatility. Since 1998, he has been a wealth manager whose focus is to create broadly diverse portfolios for affluent clients, and prudently manage them based upon a collaborative planning process. He prides himself on always putting the client first, delivering more value, and being transparent while providing strategic asset allocation strategies and managing clients’ long-term planning needs. For over two decades, Doug has continued to provide financial services for employees and retirees from large company and government employees and other company executives and retirees by managing their portfolios and retirement savings, and then providing monthly distributions based upon his established track record. Doug has a proven investment strategy that has been battle tested over 20 plus years in the stock market.
Doug is a member of the Investment Management Consultants Association and holds Series 7, 63, 65, and 31 registrations, as Maryland Life and Health Insurance Licenses. As a Senior Vice President at Quillion Wealth Management, Doug establishes a proven investment plan for clients by selecting appropriate investments, then allocating each investment properly while utilizing a tactical and strategic asset allocation strategy.
When Doug is not working, he enjoys traveling, playing golf, attending college football (Go Navy and M Go Blue) games, coaching his kid’s sports teams, and spending quality time with his family. Doug is actively involved in charity work both in the Anne Arundel County area and near their beach home in Bethany Beach, Delaware.
Awards
- The Five Star Wealth Manager award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23.
- Award issued on 1/1/23 by Five Star Professional (FSP) for the time period 4/10/22 through 10/31/22.
- Award issued on 1/1/22 by Five Star Professional (FSP) for the time period 4/10/21 through 10/31/21.
- Award issued on 1/1/21 by Five Star Professional (FSP) for the time period 4/10/20 through 10/31/20.
- Award issued on 1/1/20 by Five Star Professional (FSP) for the time period 4/10/19 through 10/31/19.
- Award issued on 1/1/19 by Five Star Professional (FSP) for the time period 4/10/18 through 10/31/18.
- Award issued on 1/1/18 by Five Star Professional (FSP) for the time period 4/10/17 through 10/31/17.
- Award issued on 1/1/17 by Five Star Professional (FSP) for the time period 4/10/16 through 10/31/16.
- Award issued on 1/1/16 by Five Star Professional (FSP) for the time period 4/10/15 through 10/31/15.
- Award issued on 1/1/15 by Five Star Professional (FSP) for the time period 4/10/14 through 10/31/14.
- Award issued on 1/1/14 by Five Star Professional (FSP) for the time period 4/10/13 through 10/31/13.
- Award issued on 1/1/13 by Five Star Professional (FSP) for the time period 4/10/12 through 10/31/12.
The Five Star Wealth Manager award was issued on January 1, 2023 by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2126 Baltimore-area wealth managers were considered for the award; 256 (12 percent of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 1975 Baltimore-area wealth managers were considered for the award; (12 percent of candidates) were named 2021 Five Star Wealth Managers.
2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 – 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and a minimum $100m AUM. The subcategories the advisors may qualify for include 150 Advisors to Watch Over $1Bil, 250 Advisors to Watch Under $1Bil, 200 RIAs to Watch, 100 Women Advisors to Watch, 100 Next Gen Advisors, 100 Solo Practices, and 100 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered.