Doug Carey
Doug Carey
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ABOUT
Doug Carey is the owner and founder of WealthTrace. He has over 17 years of experience in the financial markets. He is a Chartered Financial Analyst with a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. Mr. Carey began managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401K funds, mutual funds, large companies, and endowment funds. He has also been managing money for families for over 13 years. Before starting WealthTrace, Mr. Carey helped build a financial software company where he designed and created ...More
software to help portfolio managers and investment professionals analyze and manage portfolios and securities.
SNAPSHOT
- Description: Independent financial planner/advisor. Trading frequency: Infrequent
- Interests: Bonds, Dividend stock ideas & income, ETFs, Retirement savings
COMPANY
WealthTrace: Retirement Planning Software WealthTrace offers an online retirement planning application built for both financial advisers and individuals looking to create their own retirement plan. The site also contains free financial planning and retirement planning tools.
No other retirement planning software offers the unique combination ...More
No other retirement planning software offers the unique combination ...More
of ease of use, accurate results, and powerful scenarios. The WealthTrace retirement planner was designed to be comprehensive enough for financial advisers, yet so intuitive that anybody can use it.
In just minutes you can get an overview of when funds will likely run out in retirement and what the total shortfall will be. Then using our scenario capabilities you can easily compare before and after simulations and run multiple scenarios at one time. This will generate ideas and solutions in order to make your retirement goals a possibility. Retirement Planning Software | Financial Planning Software
In just minutes you can get an overview of when funds will likely run out in retirement and what the total shortfall will be. Then using our scenario capabilities you can easily compare before and after simulations and run multiple scenarios at one time. This will generate ideas and solutions in order to make your retirement goals a possibility. Retirement Planning Software | Financial Planning Software
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