Mark Douglass is the managing partner of Douglass Investment Group, bringing over 40 years of experience in the financial services industry to his leadership role. With a distinguished career that spans strategic planning for banks and more than three decades in wealth management, Mark has established himself as a trusted pillar of the financial community. His deep expertise and unwavering commitment to excellence have been instrumental in shaping the firm’s success.
As a Certified Financial Planner™ (CFP®), Mark holds one of the most respected designations in the profession. His expertise covers key areas such as investment planning, retirement strategies, tax optimization, and estate planning. His personalized approach ensures that clients receive comprehensive and tailored financial guidance, empowering them to pursue their financial goals with confidence and clarity.
Beyond advising clients, Mark has played a pivotal role in mentoring the next generation of wealth managers, including his son, Jason Douglass. Together, they have built Douglass Investment Group into a firm known for its integrity, personalized service, and commitment to simplifying modern wealth management.
