Senior Vice President, Investments
Doug Adler, AAMS®, WMS is a Senior Vice President of Investments at Adler Wealth Management of Raymond James & Associates, where he strives to ensure that all of his clients receive the best possible experience throughout the financial planning process. With over 25 years of industry experience, Doug has been appointed as Managing Director while also being a Branch Manager.
Drawing on his many years of experience, he assists his clients with the unique financial challenges they face as they approach and during retirement. 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. He 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.
Doug has earned the Accredited Asset Management Specialist, AAMS®, and Wealth Management Specialist, WMS, designations. He also holds a Series 24 (General Securities Principal). Series 7 (General Securities Representative Exam), 9/10 (General Securities Sales Supervisor), 63 (Uniform Securities Agent State) and 65 (Investment Advisor Representative) securities licenses and has two bachelor’s degree in business from Central Michigan University where he played football on scholarship.
Doug and his wife, Rene’, have been blessed with three children; Sam, Danielle and Quinn. In his leisure time, Doug enjoys college sports, boating and time at the cottage.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.