Doug Adler, AAMS™, WMS™

Managing Director
Senior Vice President, Investments
Downtown Branch
864.255.4571

Doug Adler, AAMS™, WMS™ is a Senior Vice President of Investments at Adler Wealth Management of Raymond James, where he strives to ensure that all of his clients receive the best possible experience throughout the financial planning process. With over 25 years of industry experience, Doug has been appointed as Managing Director.

Drawing on his many years of experience, he assists his clients with the unique financial challenges they face as they approach and during retirement. Focusing on overall financial management and the creation and preservation of wealth, Doug assists business owners, managers, successful individuals, and certain qualifying retirees with financial and retirement planning strategies. He is recognized as a skilled, reliable, and caring financial professional. With his intelligent, discerning style, he is someone people are comfortable with and with whom they can share their concerns.

Doug has earned the Accredited Asset Management Specialist™, AAMS™, and Wealth Management Specialist™, WMS™, designations. He also holds a Series 24 (General Securities Principal). Series 7 (General Securities Representative Exam), 9/10 (General Securities Sales Supervisor), 63 (Uniform Securities Agent State), and 65 (Investment Advisor Representative) securities licenses and has two bachelor’s degrees in business from Central Michigan University, where he played football on scholarship.

Doug and his wife, Rene’, have been blessed with Sam, Danielle, and Quinn. Doug enjoys college sports, boating, and time at the cottage in his leisure time.