Douglas Frevert headshot
Douglas Frevert, CFP® Certified Financial Planner Financial Advisor

Doug finds great fulfillment in helping our clients enjoy life while pursuing their financial goals. As a Certified Financial Planner™ professional, he is dedicated to helping our clients work toward their goals by guiding them through the seven-step investment planning process set forth by the Certified Financial Planner Board of Standards. He adheres to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Doug has more than 30 years of experience in the financial services industry. He joined Raymond James in 1989, attracted by the opportunity and the resources to help others attain their financial goals. He holds a BSBA degree in finance from the University of Florida.

He lives in Palm Beach Gardens, Florida, with his wife, Lin. They have four children, Shannon, Jamie, Mark and Justin. In his free time, Doug enjoys travel and sailing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.