Doug Perry

Doug has over 20 years of experience, serving clients in Portland and throughout the Pacific Northwest. In his current role, he specializes in financial planning and wealth management, helping clients achieve their financial goals and navigate all aspects of their financial lives. He takes pride in developing deep, long-lasting relationships with his clients, ensuring their financial strategies align with their current priorities, future aspirations, and legacy goals.

Doug began his career in 2001 at UBS Paine Webber in Boston, MA, where he met his wife, Caroline, during the UBS training program in Weehawken, New Jersey. Shortly after, he relocated to Portland, OR, and joined Bank of the West in 2007, a firm later acquired by BMO in 2023. Before founding Stafford Wealth Advisors, Douglas held key positions at BMO Investment Services and as a Senior Wealth Financial Advisor at Bank of the West.

He earned a Bachelor of Science degree in Psychology from Providence College and holds the Certified Wealth Strategist® designation. Douglas also holds Series 7 and 66 securities licenses through MML Investors Services, LLC, as well as life, health, and variable contracts insurance licenses.

Active in his community, Doug likes to help coach for his son's West Linn Youth Football team. He lives in West Linn with his wife, Caroline, and their two children. Outside of work, he enjoys playing golf, pickleball, skiing,  and spending quality time with his family.