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Doug Mongiardo, CFP®

Doug Mongiardo, CFP®

Financial Advisor

516-642-4659

doug@steelviewwealth.com

Doug Mongiardo is a Financial Advisor based in both Manhattan and Garden City, New York. Growing up with a front row seat to the growth of Steelview, Doug developed an early passion for investing.

He attended Franklin & Marshall College, graduating with a bachelor's degree in business, and also played for the lacrosse team. He started his professional career in Morgan Stanley’s Wealth Management division before spending the next few years working at Baillie Gifford, an international investment management firm based in Scotland. Doug joined Ross at Steelview Wealth Management in early 2024, providing financial planning and investment management solutions.

In his free time, he enjoys playing sports recreationally, traveling, and remains a loyal supporter of the New York Jets.