Doug Adler is a dedicated financial advisor with Raymond James & Associates, Inc. in East Lansing, Michigan.

As a professional in the unique financial challenges facing individuals approaching retirement, he provides sound financial advice and exceptional service to his clients. Focusing on overall financial management and the creation and protection of wealth, Doug assists business owners, managers, successful individuals and certain qualifying retirees with unique financial and retirement planning strategies.

Doug's approach is one of professional respect and friendship combining openness with honesty and genuine concern for his clients' economic welfare. Doug is recognized as a skilled, reliable and caring financial professional. With his intelligent, discerning style, he is someone people are comfortable with and with whom they can share their concerns.

When speaking of his work, he does so with conviction and enthusiasm. "My objective is to effectively assist my clients to achieve several financial goals:

1. Maximize wealth accumulation while managing tax obligations
2. Maintain current lifestyle and independence throughout their retirement years
3. Reduce or eliminate estate taxes to beneficiaries and heirs
4. Provide for the family or social legacy

The foundation to achieve these goals is built on a relationship of integrity, trust and service... a relationship that will last a lifetime. My role is to serve as my clients' Personal Chief Financial Officer, and my job is to do all the construction and heavy lifting for them."

As a lifetime learner and teacher, Doug has conducted numerous seminars and workshops. Topics for these sessions have included "Mutual Funds: Informed Choices," "Retirement Planning: How To Have the Retirement You Want," "Determining Portfolio Risk and Evaluating Manager Performance," and "Planning Ahead: Tax Avoidance Through Estate Planning."

Doug and his wife, Rene’, reside in Dewitt, Michigan. Currently, they enjoy spending time with their children, Sammy and Danielle. In his leisure, Doug enjoys college sports, distance running, and time at the cottage with his family and friends.

You will hear from her first! Most clients are familiar with Carrie because she manages and arranges Doug’s daily calendar and appointment schedule. If you need to speak with Doug, simply ask Carrie and she will schedule an appointment so you do not have to suffer the frustration of phone tag. Carrie also coordinates our educational workshops, seminars and client appreciation events. Carrie has been with our team since 1997.

Margaret’s first responsibility is to take care of you! She coordinates all of your requests for assistance. Whether requesting a distribution, making a deposit or changing a beneficiary, Margaret is your contact at our office for all service related issues or questions on your accounts. Margaret has a tremendous work ethic and makes a great contribution by always doing her best to help you!. Margaret has been with our team since 2002.

Office Assistants
Our interns assist with various administrative projects such as data entry, special client mailings and phone duties. Their primary responsibility is to assist Margaret, Carrie and myself to serve you promptly and efficiently.