Advanced Wealth Strategies™
Douglas Marion is a seasoned financial advisor and strategist with over a decade of experience in wealth management and financial planning. Currently serving at Advanced Wealth Strategies since September 2012, Douglas focuses on providing educational resources for retirement, family, and estate planning for various clients, including small business owners and high net worth individuals. Previously, Douglas owned Prodigy Financial, offering a wide range of financial services, and held managerial roles at Epiphany Financial Group and United First Financial, where expertise in debt management and financial freedom was emphasized. Douglas began a career in finance as a loan officer at Carteret Mortgage and holds a BA in Economics from Lenoir-Rhyne University.
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