Doug is the Senior Managing Partner at Towne Wealth Management in Raleigh. With nearly 20 years of financial service experience, Doug, a CERTIFIED FINANCIAL PLANNER™ professional, offers comprehensive wealth management services including, but not limited to estate planning, risk management, investment policy statement creation, retirement planning, and investment management in a tax efficient manner. He is also a Certified Investment Management Analyst®, which signifies that Doug has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application.
The advisors at Towne Wealth Management and The Bray-Harris Group*, provide investment solutions to institutions, corporations, and high-net-worth clients. The team prides itself on understanding each client’s individual financial goals and needs to provide a custom-tailored investment solution.
Doug graduated with a bachelor’s degree in business administration from UNC-Chapel Hill in 1990 and earned his MBA from UNC-Greensboro in 1995. Doug is a Greenville, North Carolina native.
*The Bray-Harris Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.