We believe that our success is based directly on the success of clients. We will achieve our financial goals for ourselves, our families, and our communities by partnering with clients to help them achieve their goals for themselves, their families, and their communities.
Doug has served as a Financial Advisor with Merrill Lynch since 1980. His professional credentials include: Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Wealth Management Advisor, Portfolio Manager in the Personal Investment AdvisorySM Program, Chartered Advisor in Philanthropy®. Doug has earned his M.B.A. in Investments from Hofstra Univerity. Doug, his wife Cindy, and their seven children live in West Palm Beach.