fig | figwealth.io
Dave McDougall, MBA, CFP®, is an accomplished financial professional currently serving as the Chief Wealth Officer at fig | figwealth.io since March 2025. Prior to this role, McDougall held positions as Chief Advisory Officer and Senior Wealth Advisor at Cook Wealth from January 2019 to March 2025. Previous experience includes serving as a Financial Advisor at Consolidated Planning, Inc. and various roles at Fidelity Investments, including Financial Consultant and Investments Consultant, from June 2010 to March 2018. McDougall earned an Executive MBA from UNC Kenan-Flagler Business School between 2021 and 2023, and a Bachelor’s degree from the University of New Hampshire from 2006 to 2010.
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fig | figwealth.io
Fig enables freelancers to seamlessly track their expenses and save for taxes while planning for retirement.