Firestorm Member

Since November 2021

Doug Klein

Doug Klein

Prudential Advisors Investment Advisor Representative
Financial Services - Employee Benefits

Bio

I am a second career Financial Advisor with Prudential Advisors. I have been involved with the Financial Markets all of my life as I managed my mother’s retirement assets under the tutelage of Tim Donnelly of UBS who is one of the top financial advisors, ranked 19th in the world. I chose each position in her portfolio and managed her assets.

I served as a Senior Pastor for many years, serving families with love and compassion. That same commitment to people is the cornerstone of my practice as I invest in the lives of my clients.

I began my career at Edward Jones and switched to Prudential Advisors in the summer of 2019 when I realized the opportunity to offer clients much more of a comprehensive financial plan. Prudential has been a a great fit for me as I continue to grow my practice and to serve my clients. I am part of a Team at Prudential where I can exercise my strengths with people and to best serve their needs.

I am an active networker who seeks to bring value to my networking referral partners. I have found as a Financial Advisor the face to face contacts with Prospects and clients as served both of us well.

I have three children in their thirties. I am an avid sports fan and golfer who enjoys meeting new people and building new friends. 

I am attracted to Firestorm due to it’s Business to Business  focus and the opportunity to work with other professionals who have a similar commitment to partnering and bringing value to each other


Industry


Doug's Chapters

South Denver

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  • Time: 7:15am - 8:30am

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