Financial Management

1. Deye Financial Services
DOUGLAS WILLIAM DEYE, MBA
Financial Planner/ Registered Representative
Strategies for Wealth Accumulation,
Estate & Business Preservation
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: 513.579.8574Email: DDeye@FinancialGuide.com
Website: FinancialGuide.com/Douglas-Deye
BUSINESS PHILOSOPHY QUALIFICATIONS
My goal is to help families, employees and business owners  Registered Representative of MML Investors Services, Inc.
achieve their financial goals. I have the skills, knowledge and (MMLISI)
experience required to help meet my client’s established dreams  Licensed to sell Life Insurance and Variable products in CT,
and goals. My personal goal is to become a lifetime resource for FL, GA, IN, KY, MO, OH, TX, VA, WA
each and every client and their families.  Investment Advisor Representative of MMLISI
 Bachelor of Science in Chemical Engineering-University of
PRODUCTS AND SERVICES Cincinnati
 Charitable Giving Strategies  Masters of Business Administration-University of Cincinnati
 Disability Income Insurance
 Estate Conservation Strategies PERSONAL
 Education Funding Strategies  Lifetime resident of Cincinnati
 IRA Consolidation/ Rollovers  Children: Bryan, Megan and Matthew Deye
 Long-Term Care Insurance  Hobbies: accordion, basketball, equestrian, football, golf,
 Mortgage Protection (thru Life Insurance and Disability jazz, lacrosse, sailing, tennis, philanthropic fundraising–
Income Insurance) opera.
 Lump Sum Pension Distribution
 Pension Transfer/Rollovers ORGANIZATIONS
 Mutual Funds  Member of: American Institute of Chemical Engineers,
 Tax Sheltered Annuities, 403(b) Plans Boston University– Parents Leadership Council, Cincinnati
 Term Insurance Citizen Police Association, Cincinnati Opera Guild &
 Universal Life Insurance Corporate Development Co-Chairman, Cincinnati Children’s
 Variable and Fixed Annuities Hospital Fundraiser Board, Elder High School Alumni
 Variable Universal Life Insurance Association, Miami University Parents League, NAACP-
“Bell of Freedom”, St. Xavier High School Development,
 Whole Life Insurance
University of Cincinnati Young Alumni Association, UC
 Money Market Accounts
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