With more than a decade of experience in financial services as a Certified Financial Analyst and Certified Public Accountant, Doug realized that rather than performing investment analyses for institutions, he was more interested in working with and guiding families as they reach for overall financial success.
Unlike some financial advisors, Doug believes in engaging in conversation, not just making presentations. In doing so, he is able to identify areas of financial planning strategies that may otherwise be overlooked, including, but not limited to:
- Tax minimization, a risk-free way to enhance asset growth, which should be one of the top considerations for many people when it comes to financial planning.
- A realistic, overall picture of where someone stands financially, and what unexpected obstacles and situations could arise that may affect their longer-term goals.
Doug particularly enjoys guiding people who are considering non-traditional career paths, such as semi-retirement, major career transitions or early retirement. He is most pleased when a client leaves his office saying they feel more enlightened about their options and confident about their family’s financial success.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.