Douglas W. LaFay, MBA - Registered Principal

Senior Financial Advisor

Douglas LaFay acquired his practice in mid-2021. Securities licensed since 2000, Doug’s responsibilities include his role as the registered principal and director of portfolio management.

Prior to joining broker-dealer Cadaret, Grant & Co., Inc., Mr. LaFay spent nearly 15 years as an Advisor to Financial Advisors and Vice-President with the trillion-dollar investment company, Franklin Templeton Investments. Doug started out at the St. Petersburg offices, but also worked and spent time in the Hong Kong Central, Singapore and the San Mateo locations. His last ten years were spent covering parts of the states of New York and Pennsylvania – in fact, Concord Wealth Management was a client of his during that time.

Doug employs a holistic approach to wealth planning to help his clients achieve their goals and objectives.

Mr. LaFay earned his B.A. in Legal Studies at the University at Buffalo, and went on to complete his M.B.A. with a concentration in Finance at Canisius College.

A native of western New York, Doug has three sons, Matthew (now in Denver), Nicholas and Donald (Slippery Rock University in Pennsylvania). Doug and his wife Jazmín, and their twin collegiates, Nicholas and Donald, when home from school, live in Elma, New York.

Mr. LaFay is an avid videographer chronicling his two favorite athletes from kindergarten to Saint Mary’s High School Varsity Sports to Club Sports at Slippery Rock University as well as his family’s extensive travels overseas.

Phone (716) 592-9225
Fax (716) 265-3444
Mobile Phone (716) 277-8822