Doug brings a wealth of experience from his 24 years in the financial services industry. He possesses a unique blend of advanced technical expertise in all areas of financial planning and wealth management. He believes deeply in utilizing a client’s financial planning results, to drive the investment management process.
Doug’s career began with one of the industries oldest and most respected wealth management firms. He was mentored by senior partners focused on providing customized advice and personal attention. Doug was quickly recruited into a leadership role with a major discount brokerage firm looking to expand their service offering into providing investment guidance. This eventually introduced Doug to the independent RIA (Registered Investment Advisor) community where he has spent the majority of his time in the industry. This broad experience provides him with a deep understanding of the options available to individual investors.
Doug is a Certified Financial Planner® and alumni of East Carolina’s School of Business. He ultimately received his degree in finance & management from Southampton College of Long Island University.
Doug and Rick met 30 years ago on the campus of ECU. They have combined their unique and differing skill sets to deliver the personalized services provided by Whitener Capital Management, Inc.
Doug and his wife Sarah are both active in the local community and remain very busy raising their blended family of four children.
ADV Part 2B
