Douglas A. Webster, AIFA®
Doug Webster is Managing Director in SageView’s Tennessee office and works with both institutional and private wealth clients. Doug provides institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He focuses on delivering and implementing a defensible investment policy statement and monitoring process for clients while serving as stated fiduciary to the retirement plan as defined in ERISA Section 3(21). Furthermore, Doug specializes and works closely with clients to audit and improve fiduciary processes, investment oversight, and structure.
Doug provides private wealth clients with guidance on a variety of technical financial planning concepts in the areas of retirement planning, personal risk management, investments, tax, and estate planning.
Part of the investment advisory and retirement plan consulting industry for thirteen years, Doug worked at Retirement Plan Consultants, Inc. before joining SageView. He began his career with Merrill Lynch.
Doug graduated from the University of Tennessee Summa Cum Laude with a B.S. in Finance and Business Administration, in the top 10 percent of his class. While at UT, he was one of ten members of the TVA Investment Challenge and was also active in Phi Kappa Phi and Beta Gamma Sigma. Webster was also part of the student led finance group instrumental in Mr. Warren Buffett’s acquisition of ClaytonHomes in 2003.
Doug serves as a member of the SageView’s Investment Committee, Management Research Committee, and Private Wealth Committee. He is also actively involved with TN Achieves, Tennessee Employees Benefit Council, serves on the Nucleus Knoxville board and is on the Cancer Support Community Board. Doug has been recognized the past few years as a Top 100 Retirement Advisor* and was selected by the Knoxville Business Journal 40 under 40*. He also holds the Accredited Investment Fiduciary Analyst (AIFA) designation and is a Registered Fiduciary with Dalbar.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.