Back to All People

Doug McCrea

Partner

Client Advisory

Biography

Doug is a Partner Emeritus, residing in Nashville, TN. He was formally with the Orange County office. He has more than thirty years of experience managing client relationships and providing comprehensive planning and investment advisory services to wealthy individuals and families.

Prior to joining Cerity Partners, Doug was a Managing Director in Deutsche Bank Private Wealth Management’s Orange County, California office. He served as Office Director for the Orange County and San Diego region. Before joining Deutsche Bank in 1999, Doug was a Senior Vice President and Director for Business Development at Bank of America in both the high net worth and institutional businesses. In addition, he has held positions as an Executive Vice President at an investment advisory firm and a Managing Partner at a large commercial real estate brokerage firm.

Education

  • MBA from the University of West Florida
  • B.S. in Marketing from Florida State University

Highlights

  • Former leader or board member of numerous Southern California charities and organizations, including Big Brother and Big Sisters, Hoag Hospital 552 Board, Orange County Performing Arts Center, Rotary International, CASA Advisory Board and the University of California at Irvine School of Medicine Deans Advisory Board

Q & A

Q:

Why is wealth management important, especially today?

We can't forget the human side of business. People who have wealth to be managed need legitimate professionals to look after them.

Was there a specific incident in your life that made it clear you were made for this career?

After a three-hour interview with the head of Bank of America's Private Bank, I knew all my skills were a great fit for this business.

What should your clients know the most about you?

They can trust me and know that I will put their interests first.

Connect with Doug

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.