Doug Rongo is an Investment Advisor Representative of Millennium Investment & Retirement Advisors, Inc. He founded Blue Ridge Wealth Services in 2006. Doug joined Millennium Investment and Retirement Advisors, LLC in June 2022 to focus on business retirement plans.
Millennium Investment and Retirement Advisors, LLC uses its patented process called the PlanAnalyzer to evaluate investments inside retirement plans to ensure compliance. Millennium Investment and Retirement Advisors, LLC manages the retirement plans of some of the nation’s most recognizable companies.
He applies a 135-year-old investment risk management discipline as a fiduciary on behalf of business retirement plans and families, as well as helps with other financial services as needed. He has been using this discipline for more than 20 years.
Mr. Rongo holds a Bachelor of Science degree from the US Merchant Marine Academy in King’s Point, NY. He pursued a double major in Marine Engineering and Marine Transportation. He graduated with a commission in the US Naval Reserve, and US Coast Guard licenses at Third Assistant Engineer, Steam and Motor Vehicles, Unlimited Horsepower and Third Mate on Oceans, Unlimited Tonnage. He retired from US Naval Reserve as a Lieutenant Commander.
He worked as a nuclear test engineer in a shipyard before going back to sea as an engineer. He completed his sailing career as a Chief Engineer, sailing aboard steam and gas turbine powered ships.
Mr. Rongo lives in Mooresville with his wife Lisa, and has two children, Austin and Hannah. After hours, he is a big proponent of youth sports.
Services Include
- Financial Planning
- Portfolio Management
- Pension Consulting
- Estate Planning
- Retirement Planning
- Financial Advice
- Investments-Advisory
- Wealth Management
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