Douglas Roskos,

With the knowledge that comes with more than 20 years of experience in the financial services industry, Doug helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment. From financial planning to comprehensive portfolio strategies, Doug’s recommendations are made solely in the interest of providing the highest value and benefit to you.

At Raymond James, Doug has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. He works hard to help you pursue your financial goals and mitigate your risk. If you have a question or concern, he answers promptly, completely and truthfully. He provides all the information you need to make informed decisions – based on realistic expectations – about your investment needs. Doug is a Certified Financial Planner™ practitioner, a designation awarded by the Certified Financial Board of Standards Inc. He also holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. Additionally, Doug obtained his Certified Plan Fiduciary Advisor™ designation, which demonstrates his knowledge, experience and commitment to working with retirement plans allowing him to act as a plan fiduciary or help plan fiduciaries manage their responsibilities.

After 17 years with Merrill Lynch Wealth Management, Doug joined Raymond James in 2023. He is a graduate of Princeton University and earned a degree in civil engineering. Doug was a financial advisor with Smith Barney, an options specialist/trader at the Philadelphia Stock Exchange, and a corporate planning analyst in Tokyo, Japan.

Doug lives in Delran, New Jersey, is married and has three children. When not in the office, he enjoys watching and coaching youth sports, fishing, and spending time with family.