With more than 25 years of wealth management experience, Douglas W. "Doug" McPherson has an extensive financial services background working with the highest level of net worth clients. He seeks to understand the needs of each client, and works closely with those individuals, families, and business owners to implement holistic planning strategies for investment management, charitable giving, and estate planning.

Doug earned his Associate of Arts degree from Polk State College, then completed his Bachelor of Science degree in Finance and Marketing from Florida State University.

A native Floridian, Doug grew up in Polk County and lives in Auburndale with his family. He enjoys spending time with family, playing golf, watching Florida State athletics and auto sports. Doug also enjoys giving back to his community, serving in leadership positions with The Mission of Winter Haven, Givewell Community Foundation, Estate Planning Council of Polk County, and the Lakeland Chamber of Commerce.

Memberships / Activities

• The Mission of Winter Haven, Board President
• Estate Planning Council of Polk County, Board President
• Givewell Community Foundation, Board Member
• Lakeland Chamber of Commerce, Board Member
• Central Florida Speech & Hearing Center, Past Board Chair
• Leadership Lakeland, Class XXXVI
• Leadership Polk, Class XVII

Education

• Associate of Arts, Polk State College
• Bachelor of Science in Finance and Marketing, Florida State University
• Registered Investment Advisor