1 douglas william deye mba profile

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Deye Financial Services DOUGLAS WILLIAM DEYE, MBA Financial Planner/ Registered Representative Deye Financial Services 7755 Montgomery Rd, Ste 250 Cincinnati, OH 45236 Phone: 513.698.1334 Toll Free: 888.220.9962 Cell: 513.582.2898 Fax: 513.579.8574 Email: [email protected] Website: FinancialGuide.com/Douglas-Deye BUSINESS PHILOSOPHY My goal is to help families, employees and business owners achieve their financial goals. I have the skills, knowledge and experience required to help meet my client’s established dreams and goals. My personal goal is to become a lifetime resource for each and every client and their families. PRODUCTS AND SERVICES Charitable Giving Strategies Disability Income Insurance Estate Conservation Strategies Education Funding Strategies IRA Consolidation/ Rollovers Long-Term Care Insurance Mortgage Protection (thru Life Insurance and Disability Income Insurance) Lump Sum Pension Distribution Pension Transfer/Rollovers Mutual Funds Tax Sheltered Annuities, 403(b) Plans Term Insurance Universal Life Insurance Variable and Fixed Annuities Variable Universal Life Insurance Whole Life Insurance Money Market Accounts QUALIFICATIONS Registered Representative of MML Investors Services, Inc. (MMLISI) Licensed to sell Life Insurance and Variable products in CT, FL, GA, IN, KY, MO, OH, TX, VA, WA Investment Advisor Representative of MMLISI Bachelor of Science in Chemical Engineering-University of Cincinnati Masters of Business Administration-University of Cincinnati PERSONAL Lifetime resident of Cincinnati Children: Bryan, Megan and Matthew Deye Hobbies: accordion, basketball, equestrian, football, golf, jazz, lacrosse, sailing, tennis, philanthropic fundraising– opera. ORGANIZATIONS Member of: American Institute of Chemical Engineers, Boston University– Parents Leadership Council, Cincinnati Citizen Police Association, Cincinnati Opera Guild & Corporate Development Co-Chairman, Cincinnati Children’s Hospital Fundraiser Board, Elder High School Alumni Association, Miami University Parents League, NAACP- “Bell of Freedom”, St. Xavier High School Development, University of Cincinnati Young Alumni Association, UC Graduate School of Business Task Force, UC Engineering Alumni Resource Network Co-Chairman of Cincinnati Opera Development Board Member of Cincinnati Children’s Hospital Fundraisers I will work with you and your tax and legal advisors to help you select the appropriate product and services to suit your specific needs and circumstances. Douglas William Deye, MBA is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc. member SIPC .7755 Montgomery Rd, Ste 250, Cincinnati OH 45236, (513) 579-8555

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Douglas William Deye Mba Profile Financial Planner, Registered Representative

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Page 1: 1 Douglas William Deye Mba Profile

Deye Financial Services

DOUGLAS WILLIAM DEYE, MBA Financial Planner/ Registered Representative Deye Financial Services 7755 Montgomery Rd, Ste 250 Cincinnati, OH 45236 Phone: 513.698.1334 Toll Free: 888.220.9962 Cell: 513.582.2898 Fax: 513.579.8574 Email: [email protected] Website: FinancialGuide.com/Douglas-Deye

BUSINESS PHILOSOPHY My goal is to help families, employees and business owners achieve their financial goals. I have the skills, knowledge and experience required to help meet my client’s established dreams and goals. My personal goal is to become a lifetime resource for each and every client and their families. PRODUCTS AND SERVICES Charitable Giving Strategies Disability Income Insurance Estate Conservation Strategies Education Funding Strategies IRA Consolidation/ Rollovers Long-Term Care Insurance Mortgage Protection (thru Life Insurance and Disability

Income Insurance) Lump Sum Pension Distribution Pension Transfer/Rollovers Mutual Funds Tax Sheltered Annuities, 403(b) Plans Term Insurance Universal Life Insurance Variable and Fixed Annuities Variable Universal Life Insurance Whole Life Insurance Money Market Accounts

QUALIFICATIONS Registered Representative of MML Investors Services, Inc.

(MMLISI) Licensed to sell Life Insurance and Variable products in CT,

FL, GA, IN, KY, MO, OH, TX, VA, WA Investment Advisor Representative of MMLISI Bachelor of Science in Chemical Engineering-University of

Cincinnati Masters of Business Administration-University of Cincinnati PERSONAL Lifetime resident of Cincinnati Children: Bryan, Megan and Matthew Deye Hobbies: accordion, basketball, equestrian, football, golf,

jazz, lacrosse, sailing, tennis, philanthropic fundraising– opera.

ORGANIZATIONS Member of: American Institute of Chemical Engineers,

Boston University– Parents Leadership Council, Cincinnati Citizen Police Association, Cincinnati Opera Guild & Corporate Development Co-Chairman, Cincinnati Children’s Hospital Fundraiser Board, Elder High School Alumni Association, Miami University Parents League, NAACP- “Bell of Freedom”, St. Xavier High School Development, University of Cincinnati Young Alumni Association, UC Graduate School of Business Task Force, UC Engineering Alumni Resource Network

Co-Chairman of Cincinnati Opera Development Board Member of Cincinnati Children’s Hospital Fundraisers

I will work with you and your tax and legal advisors to help you select the appropriate product and services to suit your specific needs and circumstances. Douglas William Deye, MBA is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc. member SIPC .7755 Montgomery Rd, Ste 250, Cincinnati OH 45236, (513) 579-8555