Doug joined Raymond James in September 2021 after a 27-year career as a financial advisor with Merrill Lynch Wealth Management in Greenville, South Carolina.
Doug feels his mission is to help clients with their many financial aspirations as they navigate the different phases of their lives. Over the years, Doug has helped countless clients reach a variety of goals, including funding college for their children and grandchildren, saving for a comfortable retirement, and transitioning their assets to the next generation.
To assist his clients, Doug crafts personalized financial plans for each of them, helping manage their assets in step with their short-term needs and long-held goals. Additionally, Doug is a Certified Financial Planner™ professional and holds both a Bachelor of Science and an MBA from Clemson University.
Recognizing the importance of giving back, Doug has served on a variety of local boards, including Meals on Wheels of Greenville, the Calvary Baptist Church Stewardship Committee, the Carolina Crush Youth Softball Organization and the Palmetto High School Athletic Booster Club.
When he’s not in the office, Doug can be found enjoying the outdoors and spending time with his wife, Missy, and their two daughters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.