• Douglas M. Bielefeld, CIMA®

    Managing Director, Synergy Wealth Advisors, LLC
    Wealth Advisor, RJFS

Douglas is a CERTIFIED INVESTMENT MANAGEMENT ANALYST® with more than 39 years of experience in the securities industry. He has earned a Bachelor of Business Administration from the University of Iowa and attended The Wharton School of Business at the University of Pennsylvania where he earned his CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation. This certification is recognized by the Investments & Wealth Institute (IWI) as a peak international, technical portfolio construction program for investment consultants, analysts financial advisors and wealth management professionals. The CIMA® certification continues to be one of the highest level of advanced investment education for client-facing advisors.

Douglas is active in Beta Theta Pi National Fraternity and is a former tennis professional. He is a proud supporter of The ALS Foundation, the Congressional Medal of Honor Society and the Wounded Warrior Project.

His interests outside of family, career and community include cycling, golf and tennis. He resides in Dallas, TX.

CLIENT PORTAL

Login by clicking here

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Raymond James is not affiliated with the above organizations and/or charitable causes.