For decades, Doug has built his career on consistency, ease, and trust with his clients by demonstrating diligence, providing investment planning, and delivering solutions to executives, business owners, and families. Doug works with premier specialists to tailor solutions for high networth clients, including liquidity solutions, private placements, estate and trust strategies, succession planning, define benefit/contribution plans, business valuations, and exit strategies.
After providing public bank loans for Fortune 500 firms in Corporate Debt Products at Bank of America, Doug spent nearly three decades in private business ownership, which provides a specialized understanding for his business clients’ needs. His expansive private business experience includes healthcare, private equity, financial services, retail store/sales, apparel/clothing, food service/hospitality, and agrochemical. Doug’s work has taken him around the world, including Europe and South America, and he speaks Spanish.
Doug graduated from Miami University with a BSB in Business Marketing. He then went on to earn his MBA with an emphasis in Finance from the top-ranked Darla Moore School of Business at the University of South Carolina. He has studied International Business at ITESM in Guadalajara, Mexico and ESADE in Barcelona, Spain while completing an internship at Syngenta in Basel, Switzerland.
Focusing his priority on continuing education, Doug earned the Chartered Financial Analyst®(CFA) designation in 2016 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2020. Doug is also a PIM Portfolio Manager* overseeing multiple discretionary, tactical strategies to fit various client risk profiles, as well as creating portfolios that are designed to provide income solutions.
Doug and his wife, Sophie, have three gregarious boys – Jack, Easton, and Grey. In his free time, Doug plays piano, practices meditation, and is an avid traveler, having visited 30+ countries. He enjoys coaching and watching his sons play soccer, baseball, and basketball. Doug also volunteers at several local charities, tutors reading and math for K-8 students, and serves on the Board of the Long View Giving Fund, which provides financial and educational support to underserved children in the Charlotte community.
* The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000