Doug Wallace

Doug Wallace is a seasoned financial professional with extensive experience in sales and relationship management within the investment advisory sector. Currently serving as a Senior Relationship Manager at Adhesion Wealth Advisor Solutions Inc since February 2019, Doug focuses on delivering personalized investment services to registered investment advisors (RIAs). Previous roles include Senior Sales Consultant at AdvisoryWorld Financial Technology and VP Sales at FolioDynamix, where Doug enhanced platform engagement among enterprise clients. Doug has also held leadership positions in regional sales at Envestnet | Placemark, Guggenheim Funds Distributors, DWS Investments, and MFS Investment Management. Doug holds a Bachelor of Science degree in Business Administration and Management from Babson College and has a strong foundation in building relationships across various financial distribution channels.