Douglas Hahn Parks
Advisor at Merrill — Albany, NY State St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
10 years
Location
Albany, NY 12207
Merrill
Institution
Douglas Parks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leverages the investment insights of Merrill Lynch and the banking services of Bank of America to assist clients in developing comprehensive financial strategies. Douglas works closely with each client's network of professionals, including attorneys and accountants, to provide financial advice aligned with their overall situations and objectives.
His areas of expertise include goals-based wealth planning, pre-retirement financial analysis, transition and severance planning, retirement income planning, estate planning strategies, and insurance and long-term care strategies. Douglas focuses on helping clients pursue their financial goals related to employee benefits planning, executive compensation, family wealth management, liquidity management, small business strategies, tax minimization, and retirement income.
Douglas holds a Bachelor's Degree from Florida State University and the Personal Investment Advisor (PIA) designation. He is fluent in Korean and English. Committed to community involvement, he participates in organizations such as 15 Love, Junior Achievement - Financial Literacy, and USTA Junior Team Tennis. In his personal time, Douglas enjoys adventure sports, basketball, biking, boating, football, golfing, hiking, spending time with his family, tennis, and watching movies.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Albany, NY State St
69 State St
Albany NY 12207
Advisors at this office
43
Connecticut · New York · Texas
10 years of industry experience
BANK of AMERICA, N.A.
2016 - Present • 10 years
Saratoga Springs, NY
Merrill
2016 - Present • 10 years
Saratoga Springs, NY
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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