Managing Partner, Wealth Management
Doug began his career in financial services in 2000 as a Financial Advisor with one of the nation’s largest banks. From there, he moved on to work as an analyst and portfolio manager for a $3 billion dollar real estate investment trust (REIT). In 2008, he returned to the advisory industry as a Financial Planning Associate at Smith Barney, where he co-managed over $285 million in assets. After the takeover of Smith Barney by Morgan Stanley in 2012, Doug decided to open his own advisory business.
Doug works diligently to find the best asset managers and investment models available in today’s oversaturated investment market. He and the rest of ICCF Wealth Management are committed in their pursuit of the best investment management practices and client service. Doug grew up in Winter Park, Florida. He earned his B.S. degree in Business at Miami University (Ohio), and his M.B.A. degree in Finance with honors at Stetson University. Doug’s post-graduate achievements include successful completion of The Wharton School of Business Private Wealth Management Program. He and his wife Blythe have three children: Maeve, Lily and Frances.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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