Biography

Douglas K. Hervey

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Douglas K. Hervey, CLU, ChFC, CLTC
Financial Advisor
Kades-Margolis Corporation

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Email: dhervey@4kmc.com
Direct Dial: (412) 369-9981
Toll Free: (866) 369-9981
Cell: (412) 491-8471

Doug joined Kades-Margolis Corporation in 1995.  Due to his extensive background in the financial service industry, he can offer his clients and their families a wide range of services, products and solutions.  These include retirement plans, financial and estate planning as well as retirement income planning.

Doug and his administrative assistant, Kyle Tomer, work closely with support personnel from various financial and insurance companies. They also work with professional money management firms, legal and accounting firms.  With this support, Doug provides a wealth of information and help to his clients.

Experience
Drawing on more than 40 years of insurance experience, Doug also offers life insurance solutions, disability income and long-term care insurance for both individuals and groups.  In addition, Doug often recommends to clients and their family members to review their investment allocations for their 401(k) plans at work.

Education
Doug is a native of Western Pennsylvania and a graduate of the California University of Fullerton, where he earned a Bachelor of Science in Business Administration/Marketing. Since entering the financial service industry in 1970, Doug has earned the CLU (Chartered Life Underwriters) and ChFC (Chartered Financial Consultant) designations from the American College. He recently completed studies and was awarded the CLTC (Certified in Long-Term Care) designation.

Personal
Doug and his wife, Carolyn, live in Allison Park, Pennsylvania. Their daughter, Bethann Dolan, is a teacher in the Hampton Township School District. Their son, Todd Hervey, and his wife are partners of a video production and editing company in Richmond, Virginia.

Doug and Carolyn have been active members of Elfinwild Presbyterian Church for more than 35 years. Carolyn is a co-founder and director of the large Elfinwild Church Preschool, with a staff of more than 30 teachers and 300 students.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.