Doug Wilkinson

Relationship Management

Doug has over 20 years of experience in the financial services industry and holds his Series 7, 66, 24 and AZ Life and Health Insurance Licenses. He brings a unique level of sales leadership to his role as Onboarding Specialist / Relationship Manager from both retail banking and wealth management divisions. He was responsible for spearheading a licensed banker development program in four states as well as supporting 10 bank district managers for sales excellence. Doug earned his Bachelor of Science Degree at the University of Arizona. He has a successful tenure building strong relationships and helping clients and advisors achieve their financial goals.

His main focus at PFG is onboarding and training new employees as well as working closely with credit union executives across the United States. Doug works with highly motivated and trusted financial advisors and sales assistants to provide quality advice to all the members in the communities they serve.

Doug spends time with family and friends exploring all the great things Phoenix has to offer, as well as, hiking, traveling, and other hobbies.