Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
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.
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