Doug McIver has been serving the financial needs of professionals and families for more than fifteen years. As your financial advisor, Doug strives to develop long-term relationships with the objective of understanding client goals, investment objectives, and risk tolerance then providing viable solutions for every element of the wealth management equation. Doug’s recommendations are made solely with the client’s best interest in mind.
Doug has access to Raymond James’ extensive resources including specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Doug works diligently to help you develop both your personal financial plan and a detailed investment strategy. Doug’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses, and reach your long-term goals.
Doug received his Master of Business Administration from Northeastern State University and a Bachelor's Degree in Electrical Engineering from Kansas State University. Doug holds his Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also licensed to sell Accident & Health Insurance and Life Insurance.
Doug and his wife, Jennifer, have two children, Josie and Ryan. They are active members of St. Luke’s Episcopal Church in Bartlesville. Doug has served two terms as a member of his Church Vestry where he has chaired the Finance and Membership committees and has recently been elected to serve as Junior Warden. Doug has also served the community as a Webelo’s Cub Scout Leader and on the County Excise Tax Board as a member, Vice-Chairman, and Chairman. Away from the office, Doug enjoys spending time with his family, traveling, and sports.
*Tax services are through Susan Dick & Associates, CPA, PC and not a service of Raymond James Financial Services, Inc.
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.