I am committed to your financial success. You are my first priority. I’m here to plan, and assist in achieving your retirement savings goals. Serving 25 years as a Financial Advisor, you’ll benefit from counsel designed to educate and empower. It is my goal to help you make informed investment decisions in your best interest. I lead a team practice within our firm specializing on retirement plans/planning. We offer a full range of investment, planning and protection strategies.
RETIREMENT INVESTING
A focus area of our practice are our client’s retirement accounts here and in the workplace. For most Americans, this is their most significant investment and the one with key advantages including tax-deferral, matching funds, etc. that should be optimized. My goal is to assure clients know their options and take full advantage to reach their retirement goals. Corporate retirement plans are a key employee benefit. We work with employers seeking to offer their employees a ‘first class’ retirement savings plan. The goal here is to provide not only a key benefit but also one that serves as a recruiting tool to attract the best talent to their firm.
INVESTMENT PLANNING
Simply stated, our goal here is to empower you to make informed investment decisions. We work one-on-one to assess your personal needs and goals. We create investment plans that will guide the way. Our investment management software is state-of-the-art, giving us the tools to manage highly individualized portfolios designed solely for you. The platform also illustrates and engages your understanding of your own portfolio’s dynamics by utilizing advanced performance and risk analytics.
ESTATE PLANNING
Our goal is to protect your family’s wealth. We’ll work with you in developing your plan and we’ll be there to partner with your legal counsel to review and update your plan in the years ahead.
STOCK OPTIONS
Your success inside a publicly traded company can be rewarded by years of stock and option accumulation. Our firm is a leading resource in managing this complex benefit.
INSURANCE | LONG-TERM CARE | ANNUITIES
We routinely review policies to assess their current coverage parameters, expense levels relative to benefits and their fit in accomplishing your goals. These can be powerful tools but need be routinely assessed in perspective to one’s current goals to assure the most effective plan is in place.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Donald Scott is Vice President, Investments for the Scottsdale office of Wedbush Securities. With over 23 years of experience and specializing in Wealth Management, Donald is a seasoned veteran of the financial industry. A trusted advisor, Donald is also skilled in wealth accumulation, wealth preservation, and wealth transfer. Many of Donald’s clients value his experience in investing, insurance, liabilities, qualified retirement plans, gifting to children and descendants, and final wealth distributions to intended beneficiaries.
Donald and his lovely wife Christine share their home with a beautiful golden retriever and 3 cats in Fountain Hills, Arizona. In his free time, Donald enjoys traveling with his wife, exploring the great outdoors, a competitive round of golf, and cycling.
For a complimentary portfolio review or to learn more about how Donald can help you achieve your financial goals call (800) 352-3754 toll free.
Background
- Over 23 years of experience in financial services and wealth management
- Over 30 year resident of Arizona
- Active in my neighborhood and my community
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Doug Pryor is the Manager of the Los Angeles office of Wedbush Securities. Over the course of his 25 year career, Doug formerly held positions at Morgan Stanley and Stifel Financial. While at Stifel, he started the Orange County branch, which he grew within three years from being the sole employee to having 9 advisors and 4 staff members in his office and recruiting another 9 advisors to other offices. He joined Wedbush in 2015 and previously managed the Newport Beach office.
As a manager, Doug believes in leading by example. His employees and advisors know that he is willing to do anything himself that he asks of them. He has an open door policy and uses his experience to determine priorities, stay organized, and complete tasks quickly. He goes out of his way to make his staff feel appreciated, valued, and makes sure their opinions and voices are heard. By creating an office culture of inclusion, he has kept his staff and advisors motivated to come to work every day which has helped him maintain a minimal turnover rate in his office.
Born and raised in Orange County, Doug obtained his Bachelor of Arts degree in Finance from California State University, Fullerton and currently resides in Palos Verdes with his wife, Shannon, and their five children. In his free time, he enjoys playing baseball and golf as well as visiting the coast as much as possible. He loves cheering on his children who play football, basketball, and cheerleading, and act in school musicals. He is a member of the City Club LA and regularly spends time networking with other professionals in the Los Angeles area.
As an Independent Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Background
Prior to joining Wedbush, I held positions at Wells Fargo Advisors and Morgan Stanley, with a total of 17 years experience in the financial advisory space. I graduated from LaSalle Military Academy and hold my FINRA series 7, 63, and 65 licenses. I love the great outdoors and have coached both High School Girls Softball and Recreational Soccer teams, as well as being the Former Vice Chairman of the City of Palm Springs Parks and Recreation. I am currently a board member of Palm Desert's Youth Sports Association, as well as a member of Mensa.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Dru Gilbert is a representative of the Wedbush Independent Franchise Owners Network working in Vancouver, Washington. He previously was the Office Manager for the Lake Oswego, Portland and Salem offices of Wedbush Securities. With over 36 years of experience in the investment business, he began his career at ML Stern & Co in Carmel where he specialized in selling Tax Free Municipal Bonds. After a move to Sacramento in 1989, he continued offering tax free bonds and conservative fixed income products for ML Stern. In 1999, he was asked to become the Assistant Manager of the Sacramento office of ML Stern and continued in that dual role until 2008 when left and opened the Sacramento office for Wedbush. Then in 2014, added managing the Roseville office of Wedbush as well. In 2017, he took an opportunity to move back to his native State of Oregon and take over the management of the Oregon offices of Wedbush. He served as manager of Lake Oswego, Portland and Salem until 10/30/2020.
As an advisor, he specializes in fixed income portfolios utilizing tax free and taxable municipal bonds, closed and open end funds, exchange traded funds and unit investment trusts. In addition, he now creates and manages his own select strategies for clients looking for long term growth opportunities. Putting and keeping the best interests of the client first has always been his policy as well as providing superior service to clients. Listening to their needs, building solutions to meet those needs, and communicating those solutions is what makes his connection with clients unique.
Born in Oregon and raised in Corvallis he attended the University of Nevada, Las Vegas for two years before returning to the Beaver State and graduated from Oregon State University, where he received his Bachelor of Science degree in Business Administration. He and his wife Darci, just completed a one-year remodel on their home in Vancouver, which is the third remodel of a home in their 38 year marriage. When they are not doing complete remodels, they enjoy spending their free time on smaller home projects. When not wearing his nail belt, Dru likes to ski, golf and ride mountain or road bikes.