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. Since 2012, 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.
