Doug has been a financial advisor for more than 30 years and specializes in working with those approaching or in retirement. He holds designations as a Chartered Financial Consultant ChFC®, Retirement Income Certified Professional RICP ®, CLTC and has been recognized as a Top of the Table insurance professional for the last 9 years. These designations have strict educational and ethical standards and are considered top industry credentials.
Born in Winston, Doug graduated from East Carolina University in 1979 then served 8 years of active duty in the U.S. Navy as a combat aviator and instructor. During his instructor tour in Pensacola he completed his MBA with a concentration in finance. He and his family returned to N.C. in 1988 where Doug worked for Merrill Lynch for almost 10 years. In 1998 Doug opened his practice as an independent financial advisor in order to offer his clients the best financial products for their goals without the pressure of corporate financial firms. He has offices in South Charlotte and Clemmons with clients throughout North and South Carolina.
In 2007 Doug created and still hosts ‘The Wealth Guardians’ radio show dedicated to educating the community on current economic factors that could affect their retirement to include social security optimization, taxes in retirement, long term health care planning and college funding strategies. He is a past contributor to Fox Business.
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