Helping You Pursue Your Financial Goals
Meet the Team
Douglas E. Bryan
Douglas E. Bryan
AIF, CFP, CIMA
AIF, CFP, CIMA
Senior Vice President/Investments
6172357868
Doug began his investment industry career in 1988 and joined Stifel in 2023. Prior to joining Stifel, he worked at Morgan Stanley and its predecessor firms for 33 years.
Doug earned a bachelor’s degree from the University of New Hampshire and has completed courses for financial advisors at Bentley University and the Wharton School of Business.
With industry experience spanning more than three decades, Doug has seen firsthand what can happen with poor risk management. Leveraging his extensive experience, Doug follows a prudent investment discipline, employing judicious risk management strategies throughout the wealth planning process.
Doug focuses on guiding families in developing and implementing comprehensive wealth management strategies. Backed by the robust resources of Stifel, Doug helps his clients navigate all aspects of wealth planning, including asset allocation, manager selection, legacy and estate planning strategies, and philanthropic services.
Doug attained the Certified Financial Planner™ certification, as well as Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations. In addition, he holds Series 3, 7, 62, and 63 securities licenses.
In 2018 and 2019, Doug was recognized by Forbes magazine as one of their Best-in-State Wealth Advisors. In addition, The Financial Times named Doug to the Top 400 Financial Advisors in America in 2013 and 2014.
Doug volunteers his time at several non-profit organizations, including the Boy Scouts of America, where he is a lifelong member of the National Eagle Scout Association. He is also involved with the Steamship Historical Society of America (SSHSA), where he served as a Board Member. Locally, Doug supports Habitat for Humanity and Families in Transition.
Doug resides in Cohasset, Massachusetts, with his wife and two children.
Forbes’ Best-in-State Wealth Advisors, February 15, 2018 and February 21, 2019, each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
The Financial Times (FT) and Ignites Research, the FT’s sister company, contacted the largest U.S. brokerages in autumn 2012 for the 2013 award and autumn 2013 for the 2014 award to obtain practice information and data for their top advisors across the U.S. Minimum criteria included more than 10 years of experience and more than $300 million in assets under management (AUM), as of December 31, 2012 and September 30, 2013, respectively. The FT then invited qualifying advisors – a list that totaled about 400 - to complete a questionnaire. Adding that information to their own research on the candidates, including data from regulatory filings, FT uses a formula to grade advisors, based on six broad factors, and calculates a numeric score for each advisor. The factors are: 1) assets under management can signal experience managing money and client trust; 2) AUM growth rate (at both one-year and two-year growth rates) can be taken as a proxy for performance, asset retention, and ability to generate new business; 3) years of experience indicate experience managing assets in different economic and interest-rate environments; 4) compliance record provides evidence of past client disputes, as a string of complaints could signal problems; 5) industry certifications (CFA, CFP, etc.) demonstrate technical and industry knowledge and obtaining these designations shows a professional commitment to investment skills; and 6) online accessibility illustrates commitment to providing investors with easy access and transparent contact information. AUM accounted for an average of 70 percent of each advisor’s score. AUM growth rate accounted for an average of 17 percent. Additionally, the FT places a cap on the number of advisors from any one state that roughly corresponds to the distribution of millionaires across the U.S. FT presents the Top Advisers as a group, not a competitive ranking, since each advisor takes a different approach to his or her practice and has different specializations. Inclusion on the list may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.
Doug earned a bachelor’s degree from the University of New Hampshire and has completed courses for financial advisors at Bentley University and the Wharton School of Business.
With industry experience spanning more than three decades, Doug has seen firsthand what can happen with poor risk management. Leveraging his extensive experience, Doug follows a prudent investment discipline, employing judicious risk management strategies throughout the wealth planning process.
Doug focuses on guiding families in developing and implementing comprehensive wealth management strategies. Backed by the robust resources of Stifel, Doug helps his clients navigate all aspects of wealth planning, including asset allocation, manager selection, legacy and estate planning strategies, and philanthropic services.
Doug attained the Certified Financial Planner™ certification, as well as Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations. In addition, he holds Series 3, 7, 62, and 63 securities licenses.
In 2018 and 2019, Doug was recognized by Forbes magazine as one of their Best-in-State Wealth Advisors. In addition, The Financial Times named Doug to the Top 400 Financial Advisors in America in 2013 and 2014.
Doug volunteers his time at several non-profit organizations, including the Boy Scouts of America, where he is a lifelong member of the National Eagle Scout Association. He is also involved with the Steamship Historical Society of America (SSHSA), where he served as a Board Member. Locally, Doug supports Habitat for Humanity and Families in Transition.
Doug resides in Cohasset, Massachusetts, with his wife and two children.
Forbes’ Best-in-State Wealth Advisors, February 15, 2018 and February 21, 2019, each based on the 12-month period ending June 30 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
The Financial Times (FT) and Ignites Research, the FT’s sister company, contacted the largest U.S. brokerages in autumn 2012 for the 2013 award and autumn 2013 for the 2014 award to obtain practice information and data for their top advisors across the U.S. Minimum criteria included more than 10 years of experience and more than $300 million in assets under management (AUM), as of December 31, 2012 and September 30, 2013, respectively. The FT then invited qualifying advisors – a list that totaled about 400 - to complete a questionnaire. Adding that information to their own research on the candidates, including data from regulatory filings, FT uses a formula to grade advisors, based on six broad factors, and calculates a numeric score for each advisor. The factors are: 1) assets under management can signal experience managing money and client trust; 2) AUM growth rate (at both one-year and two-year growth rates) can be taken as a proxy for performance, asset retention, and ability to generate new business; 3) years of experience indicate experience managing assets in different economic and interest-rate environments; 4) compliance record provides evidence of past client disputes, as a string of complaints could signal problems; 5) industry certifications (CFA, CFP, etc.) demonstrate technical and industry knowledge and obtaining these designations shows a professional commitment to investment skills; and 6) online accessibility illustrates commitment to providing investors with easy access and transparent contact information. AUM accounted for an average of 70 percent of each advisor’s score. AUM growth rate accounted for an average of 17 percent. Additionally, the FT places a cap on the number of advisors from any one state that roughly corresponds to the distribution of millionaires across the U.S. FT presents the Top Advisers as a group, not a competitive ranking, since each advisor takes a different approach to his or her practice and has different specializations. Inclusion on the list may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.
Candace Lee
Administrative Assistant to the Branch Manager
6172357817
Candace joined Stifel in 2023, bringing years of upper-level administrative support at healthcare facilities in both Massachusetts and Vermont. Throughout her time there, she worked with physicians, nurses, and psychiatrists, providing them with top-tier administrative assistance. Candace’s ability to be flexible and adaptable makes her a valuable asset for the team.
Outside the office, Candace enjoys baking and loves exploring all things food and is keen on coming up with new and creative ways to design her living space.
Outside the office, Candace enjoys baking and loves exploring all things food and is keen on coming up with new and creative ways to design her living space.