Douglas Perry joins MassMutual’s network of wealth advisors

Massachusetts Mutual Life Insurance Company (MassMutual) welcomes Douglas Perry and his team to its growing network of wealth advisors and to its local agency, Commonwealth Financial Group (CFG), a premier financial planning firm with a strong regional presence in New England and a growing national footprint.

Formerly with BMO Investments in Portland, Oregon, Perry is joined by Caroline Perry, Vice President of Operations, and Megan Waters, Client Services Director. Together, they will operate under the newly established Stafford Wealth Advisors.

With over two decades of experience, Douglas Perry has guided clients in the Portland and Pacific Northwest markets through personalized financial planning and wealth management. He holds the Certified Wealth Strategist designation with securities licenses 7 and 66, and life, health, and variable contracts insurance licenses.

"We are thrilled to welcome Doug and his team to CFG," said Eric Spindt, CEO of Commonwealth Financial Group. "Doug’s expertise in financial planning, combined with his commitment to understanding and addressing the unique goals of each client, will be invaluable to our firm. We are excited to have him on board as we continue to grow our national presence and enhance our wealth management teams to better serve our clients' evolving needs."

“Doug and his team’s clients can truly benefit from the combination of boutique-level service and the strength of a well-established firm,” said Vaughn Bowman, CFA, head of wealth management with MassMutual and president and director of MML Investors Services. “Advisors that choose to affiliate with us benefit from access to top shelf financial products, support and flexibility to run their own practice as well as the company’s financial strength and consistency in delivering enduring value.”

Wealth advisors are contracted with a MassMutual agency and are registered with MML Investors Services – a leading independent broker/dealer and investment adviser subsidiary of MassMutual founded in 1981 with $245 billion in client assets (as of year-end 2023) and represented by over 6,500 financial professionals.