Background and Experience
Doug Walters is the Founder and Managing Director of , where he has been guiding high and ultra-high net worth families since 1996. Doug is known for his unwavering commitment to honesty, integrity, and family-first approach. Every decision he makes is designed to serve his clients’ best interests building relationships founded on trust, transparency, and genuine understanding. Doug has been recognized by Wells Fargo as a Platinum Council Advisor from 2016-2024. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
Doug specializes in crafting sophisticated, tax efficient strategies designed to preserve and grow wealth. He is passionate about empowering clients to feel confident and informed about their financial goals, thriving on solving complex challenges and tailoring investment solutions that reflect each client’s unique values and aspirations.
Registrations & Education
- Series 7, 63 & 65
- Life and Health Insurance Licensed
- MBA, Florida State University
- B.A, Finance, University of Florida
Away from the Office
Raised in Sarasota, Florida, Doug now lives in Palm Beach Gardens with his wife Guio, and their three children Ava, Connor, and Cameron. He cherishes family gatherings, enjoys sports, traveling, boating, and is an active golfer. Doug loves coaching his kids’ teams and supporting them at their events. He is looking forward to guiding them through life’s milestones and passing on values that shape both his family and client relationships.
CA Insurance License #4350462
