Wealth Management Team

Carol A. Douglas

President – PEG Wealth Management, LLC

Carol DouglasUniversity of South Florida – B. A. in Accounting
Certified Public Accountant – State of Florida
Member of Florida Institute of Certified Public Accountants
Member of American Institute of Certified Public Accountants
32 years of experience in finance and accounting including:
• Public accounting with construction industry concentration
• Audit Partner
• Controller for a NYSE subsidiary company

 

 

 

Michelle A. Preiss

Vice President – PEG Wealth Management, LLC

Michelle PreissLicensed Real Estate Agent — State of Florida
24 years of experience in the real estate and construction industries:
• Property Management – commercial and residential
• Leasing – commercial and residential
• Commercial construction
• Warranty management
• All facets of single-family home building

 

 

 

Amanda M. Bokan

Vice President – Investment Analyst

Amanda BokanFlorida State University—B.S. in Business Management
Licensed Real Estate Agent – State of Florida
6 years of experience in the real estate and retail industries:
• Global Imports for publicly traded Retail Company
• Contract Negotiations

 

 

 

 

 

Asset Management

As part of a comprehensive investment strategy, PEG Wealth Management, LLC manages the placement of certain portions of equity in liquid vehicles. These instruments include highly liquid mutual funds, other publicly traded equities, government-backed certificates and time deposits with banks and other financial institutions. The company invests cash flow and unallocated equity into instruments that yield the highest secure return possible. These cash instruments in turn provide collateral for borrowing against lines of credit.

PEG Wealth Management, LLC oversees the overall health and management of the investment portfolios for PEG Development, LLC and PEG Ventures, LLC.