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Douglas B
Series 63, Series 65
Bellefontaine, OH
Money Concepts Capital Corp
Douglas Boy is a financial advisor with Money Concepts Capital Corp in Bellefontaine, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has a background in accounting and tax preparation as a CPA and serves in various community roles, including positions on multiple nonprofit boards and as an officer and treasurer in local government and civic organizations. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.
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