Douglas S. King, CFP®

Senior Financial Advisor & Chief Executive Officer

Doug has spent over 36 years in the financial services industry helping families across multiple generations and successful entrepreneurs reach their long-term financial goals and dreams. 

He is passionate about helping his clients solve complex financial needs through comprehensive financial planning, customized asset allocation strategies, tax and estate planning, and sound investment advice. 

Doug has been married over 35 years to his wife, Katy, and has four adult children. He is an avid outdoorsman and loves hunting, fishing, kayaking, hiking, motorcycling, scuba diving, golfing, and snowboarding.

Years Experience: 36

Areas of Focus:  Comprehensive Financial Planning, Investment Management and Research, Asset Allocation, Portfolio Construction, Retirement Planning, Retirement Income Distribution Strategies, Estate Planning, Education Planning, Business Consulting, Cash and Debt Management, Insurance Needs Analysis

Education & Registrations:

  • B.S. Finance, Virginia Tech
  • B.S. Management, Virginia Tech
  • Master of Business Administration (MBA), Carlson School of Management, University of Minnesota
  • Certified Financial Planner (CFP®), College for Financial Planning
  • Series 7, 8, 24, 63, 65, 99 and SEI securities registrations
  • FL, MN, OH Insurance Licensed - Life, Health, Disability

Professional Affiliations & Achievements:

  • 2021 Chair, CFP Board of Standards
  • Financial Planning Association® (FPA) Member
  • Board Member, Boy Scouts of America - Northern Star Council
Phone (239) 350-0245