Back to Doug Garrison

Doug Garrison News & Insights

Doug Garrison

Partner

Retirement

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

November 17, 2025 - You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil…

Doug Garrison, Partner

Doug Garrison

Partner

Investing

4 Strategies to Deal with XOM Stock in the EMSP

April 20, 2023 - ExxonMobil stock is at near-record levels. For many, selling stock now presents a dilemma. If you’re a retirement-eligible employee and you don’t want to sell…

Doug Garrison, Partner

Doug Garrison

Partner

Retirement

4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy

March 30, 2023 - ExxonMobil employees often sign up for the EMSP because a supervisor or a more tenured colleague tells them it’s a good thing to do. But…

Doug Garrison, Partner

Doug Garrison

Partner

Investing

How Much ExxonMobil NUA Stock is Too Much?

March 23, 2023 - Mae West, an iconic 20th-century American actress, singer, comedian, and sex symbol, reportedly once said: “Too much of a good thing is wonderful.” Mae wasn’t…

Doug Garrison, Partner

Doug Garrison

Partner

Retirement

6 Questions If You’re Within 5 Years of Retirement at ExxonMobil

April 27, 2021 - If retirement is only five years or less away, you should have a pretty good notion of what life will look like for you in…

Doug Garrison, Partner

Doug Garrison

Partner

Investing

4 Investing Mistakes in the EMSP

February 9, 2021 - Learn from the mistakes of others? Our blogger reflects on investing mistakes he’s seen participants in the EMSP make over the past forty years.

Doug Garrison, Partner

Doug Garrison

Partner

Individuals and Families

The Benefits (and Limitations) of Tax-Loss Harvesting

April 3, 2020 - “Sell a position for less than what I paid? Why would I want to do that?” How do we take advantage of a down market…

Doug Garrison, Partner

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary introductory meeting now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.