Atlanta, GA Contact Details
Buckhead Village
3017 Bolling Way NE | Floors 1 & 2 | Atlanta, Georgia 30305
Direct: 404-748-1903 (call or text)
Totus Main: 832-220-3602
Professional Background
Doug brings over 30 years of experience in managing money. He explains that his mission is to support you in making informed financial decisions, empowering you to take control of your financial future, and allowing you more time for what matters most. He states, “What’s important to my clients is important to me. Choosing and navigating the correct financial path for their family’s wants, goals, and needs is a must."
Doug serves a select group of female professionals, families, and business owners. His approach includes coordinating with tax and legal advisors to cater to a client’s specific needs and to suggest referrals as needed.
Credentialed with Series 7, 63, and 65 registrations, Doug’s practice incorporates managing stock options, growing a nest egg, retirement income strategies, and legacy planning. He brainstorms ways for clients to keep more of the money they receive from income, earned interest, capital gains, inheritance, or whatever else. His Holistic Financial Planning methods include wealth management, evaluating estate planning needs, and tax considerations.
Doug studied biology with a minor in chemistry at Long Island University’s Southampton campus, but he found that he liked money better! He lives in Atlanta, near Emory University, and is deeply rooted in family life. He has been married to Hailee for over 16 years, and they are parents of two daughters, Alessandra and Aveline. Doug enjoys cooking, painting, traveling, writing, and chess.
Client Testimonials1
Causes Doug Cares About
1This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.