Retirement Plan Team Leader
Doug Guillory serves as Retirement Plan Team Leader for Arista Financial Group. It is his passion to deliver exceptional levels of service to our plan sponsor clients focused in the areas of Fiduciary Oversight, Investment Management and due diligence as well as Provider Bench-marking.
Over the past 23 years, Doug has been involved in virtually all aspects of the retirement plan industry. He began his career at a small TPA firm in Jackson, MS, where he was trained on all aspects of plan design, administration and compliance testing. He then learned the business from a trust and custody perspective as a Trust Officer with Trustmark Bank.
He has spent the last 16 years on the retirement plan business development and training side working with Merrill Lynch, The Principal and ADP. Over that period, he has worked with hundreds of companies, all in an effort to educate them on proper plan design and fiduciary best practices. He has performed thousands of client presentations and trained hundreds of financial advisors on how to prospect and service their retirement plan clients.
Doug has been married for 23 years to his wife Angel, and they have 2 children. He is a graduate of Mississippi College and recognized as an Accredited Investment Fiduciary® by the Center for Fiduciary Studies.