R. Douglas Wilson

R. Douglas Wilson

Managing Principal

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Phone: 410-224-4848 Ext. 26
Fax: 410-224-4813
E-mail:
 

Doug has more than 20 years of financial-services experience and focuses on asset-management services, retirement planning and investment planning. He has earned the Chartered Retirement Planning CounselorSM designation and is dedicated to helping his clients accumulate, preserve and distribute their wealth while providing unmatched personal service.

Prior to forming Private Wealth Partners in 2005, Doug was a Vice President – Investments at Legg Mason Wood Walker and a registered principal at Royal Alliance Associates. He has spent his career helping affluent families and business owners plan for and pursue their retirement goals. He has given educational seminars around the country and has been quoted in various financial media including Bloomberg, The Baltimore Sun and “Financial Fitness” on WBIS-AM.

Doug holds a bachelor’s degree in business administration and finance from Salisbury University and has served on the university’s board of visitors. He is a member of the Perdue School of Business Department of Economics and Finance Advisory Council and serves on the business school’s Alumni Advisory Board. In addition, he is a member of the Heritage Foundation, the Cato Institute, the Oriental Institute at the University of Chicago and he has served on the Board of Director’s of Maryland Therapeutic Riding. Doug, his wife, Amy, and children, Sarah, Abigail, and Daniel, reside in Annapolis, where Doug is a parishioner and lector at St. Mary’s church.

 

What do you enjoy most about being a financial advisor?
I became a financial advisor to help people.  It is amazing how little most people know about looking after their money especially when it comes to saving for retirement. 
Helping people identify and pursue their financial goals is very fulfilling to me.  There is a sense of accomplishment when your client is more confident and enjoys their retirement because of a plan you helped them create twenty years ago.  It was obvious early on in my career working with executives from large corporations that a lot of people needed help.  When I sit down with my clients and talk to them about their financial goals it can be eye opening. In many cases my clients have goals that they have no idea how to achieve and in some cases their goals can be unrealistic. Working with them to formulate a plan to get them on the right track to help meet their goals is the rewarding part of my job.

 

Where do you like to vacation?
I like to vacation outside the US to experience our world and learn about different cultures first-hand. You can always read a book about Egypt, but there is something special about sailing the Nile in a felucca and climbing on a pyramid.   Once you experience cultural differences firsthand, you can begin to understand where other people are coming from.  Travel gives you the opportunity to observe animals in their true habitat.  I have been fortunate to go cage diving with great white sharks, photograph a pride of lions, and hold a Koala Bear.  I would rather spend money on experiences that create lasting memories than on material things.

 

What was your favorite class in college?
I was finance and economics major in college.  My favorite class though was Philosophy taught by Dr. Miller.  We read Plato, Socrates, Descartes, Nietzsche, and many others which helped me to understand a life unexamined is not worth living and how to listen to others and then form my own opinion to engage in a dialogue not an argument.  Twenty years later I still remember some of the lectures.  Not only did the material shape the way I think and view the world I met my wife Amy in Dr. Miller's class.

 

What do you love most about living in this community?
Annapolis to me is the perfect mix of history, people, and seasons.  Annapolitans are privileged to live in a colonial city with all the modern day conveniences.  Founded in 1649 the downtown area hasn't changed much since the days when George Washington walked the cobblestone streets during the time Annapolis was the Capitol of the United States.  The people today are friendly, very civic minded, and love spending time on the Chesapeake Bay.  In Maryland we have a saying, “if you don't like the weather just wait an hour.”  I doubt many true Marylanders would trade our changing seasons.  I have travelled the US extensively and there is no other place I would call home.