CoverProfile

Doug Wallace

Founder, President

Alpha Advisors

United States, Virginia, Richmond

About Me

After 25 years of managing investments for other institutions, Doug started Alpha Advisors twenty years ago to serve the needs of friends and family. Those folks started referring their friends and families. And in a few short years, Doug found himself with three partners and a growing list of clients. What set the firm apart was its emphasis on tailoring each client’s portfolio to their purposes in life that were revealed through extensive inquiry guided by a process called Evoke. Doug recently celebrated his 52nd anniversary with his wife, Joanne. They have one daughter, 3 grandsons, and a granddaughter who was married on Doug’s 75th birthday in January 2022. Doug and Joanne seize every

View more

Profile Information

Founder, President

Alpha Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Alex Scott
Registered Investment Advisor
SB
Sarah Byrd
Wealth Management Advisor
ML
Mark Leimberger
Partner/Financial Advisor

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc