Doug Adler, AAMS®, WMS
Senior Vice President, Investments
Downtown Branch
864.255.4567
Doug Adler, senior vice president, 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 is a 20-year veteran of the industry who holds the Accredited Asset Management Specialist (AAMS®) and Wealth Management Specialist (WMS) designations. Further, since 2007 he has been a member of the Raymond James Chairman's Club, which is an exclusive group comprised of Raymond James' most successful advisors.*
He is a dedicated financial advisor who works with high-net-worth investors to fully understand their unique financial circumstances. Focusing on overall financial management and the creation and preservation of wealth, Doug assists business owners, managers, successful individuals and certain qualifying retirees with distinct financial and retirement planning strategies.
Doug and his wife, Rene', reside in Atlanta, GA. They enjoy spending time with their children, Sammy, Danielle and Quinn. In his leisure time, Doug enjoys college sports, distance running, and time at the cottage with his family and friends.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.