Alex Douglas, CFP

Alex Douglas, CFP I am an Executive Vice President with Douglas Capital Management, Inc. He is previously affiliated with the Financial Planning Association of Northeast Florida.

Alex joined Douglas Capital Management as executive vice president after eight years of experience as a CERTIFIED FINANCIAL PLANNER™ with Raymond James, where he was responsible for developing comprehensive financial strategies for his clients to achieve their long-term investment goals. Alex’s primary responsibilities include financial planning, investment management, business development and mar

keting. His investment credentials include the CFP® certification from the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., the Series 7 and 66, 2-15 insurance license, and long-term care insurance license. Raymond James recognized Alex as a member of their Achiever’s Club three times for his accomplishments. Prior to his career in wealth management, Alex interned as an analyst at EverBank in Jacksonville, Florida, serving in multiple departments. He is a graduate of Dartmouth College, where he earned a Bachelor of Arts in economics, lettered in college football, and assisted in managing the undergraduate investment fund. Alex is a third-generation financial advisor and spent his early years interning at Douglas Capital Management in the summers. As a Jacksonville native, Alex is passionate about the economic growth in our community and dedicates his personal and professional time to serving the needs of our local families and businesses. He has previously served with the Hightower Emerging Leaders Fellowship, the James Madison Institute Leaders Fellowship and the JAXSPORTS Council. Alex also has board experience affiliated with the Chamber of Commerce, Rotary International, St. Vincent’s Healthcare, and Habitat for Humanity. Outside the office, he enjoys working with Zebra Technologies at Jaguar home games, playing golf and spending time with friends and family. Services we provide:
- Financial Planning
- Wealth Management
- Retirement Planning
- Asset Management
- Asset Allocation
- Legacy and Estate Planning
- College Planning
- Tax Planning
- Charitable Giving
- Employee Benefits
- Risk Management
- Insurance and Annuities
- Cash Management and Banking
- Commercial Lending
- Alternative Investments
- Separately Managed Accounts
- Investment Banking
- Consulting Services

Did you know that June is National Homeownership Month? If you're one of the financially fortunate in today's economy, w...
06/29/2021

Did you know that June is National Homeownership Month? If you're one of the financially fortunate in today's economy, we offer three keys to prepare for a negotiation on a big purchase such as your next home.

www.raymondjames.com

Nobody looks forward to creating an estate plan, but this simple intro may help take out some of the dread.
06/28/2021

Nobody looks forward to creating an estate plan, but this simple intro may help take out some of the dread.

www.kiplinger.com

Irreplaceable mementos may be hard to retrieve after loss, so include digital assets in your estate plan.
06/25/2021

Irreplaceable mementos may be hard to retrieve after loss, so include digital assets in your estate plan.

wire19.com

As a business owner, you've invested so much into making your business successful – hard work, time, money, energy. Here...
06/24/2021

As a business owner, you've invested so much into making your business successful – hard work, time, money, energy. Here we explore how drafting a succession plan now can help your business stand the test of time.

www.raymondjames.com

In any financially independent retirement, Social Security is bound to be a dominant factor. Here are a few ways those i...
06/23/2021

In any financially independent retirement, Social Security is bound to be a dominant factor. Here are a few ways those in the know help maximize their benefits.

www.raymondjames.com

Mark your calendar with important tax deadlines and market closures.
06/22/2021

Mark your calendar with important tax deadlines and market closures.

www.raymondjames.com

Patience, calm and perspective can help you navigate the terrain. These tips can help you diversify your income and plan...
05/04/2021

Patience, calm and perspective can help you navigate the terrain. These tips can help you diversify your income and plan for retirement during this low-rate environment:

www.raymondjames.com

With a thoughtful, documented retirement strategy and smart diversification, you can be prepared for the ripple effect o...
05/03/2021

With a thoughtful, documented retirement strategy and smart diversification, you can be prepared for the ripple effect of rates. Consider the role bonds can play in your retirement plan.

www.raymondjames.com

With Americans' personal savings rates at historic highs, there comes an urge to "do something" with idle money. Here we...
04/30/2021

With Americans' personal savings rates at historic highs, there comes an urge to "do something" with idle money. Here we offer a dose of perspective on navigating this environment.

www.raymondjames.com

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Jacksonville, FL
32224

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