Doug is a licensed Certified Public Accountant (CPA) in Florida, holds a Series 65 Investment Advisor Representative license, and is a member of the AICPA. With over 30 years of experience as a CPA, he believes investment decisions should be based on peer-reviewed research, not market timing or stock picking.
Doug's approach starts with the financial plan — retirement, estate, tax, and insurance — before any investment decisions are made. Portfolio design follows from that analysis, and Doug manages client portfolios on a discretionary basis from that point forward.
Doug earned a Bachelor of Science in Accounting from the University of South Florida and a Master of Taxation from Villanova University. He has been Managing Partner at Walters & Associates CPAs since 1999.