Douglas W. Suhr CFP®

Senior Financial Planner

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 deeply believes in utilizing a client’s financial planning results to drive the investment management process. Doug’s career began with one of the industry’s oldest and most respected wealth management firms. He was mentored by senior partners who focused on providing customized advice and personal attention. Doug was quickly recruited to a leadership role with a major discount brokerage firm looking to expand its service offering into providing investment guidance. This eventually introduced Doug to the independent Registered Investment Advisor (RIA) 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 PLANNERTM and alumni of East Carolina’s School of Business. He ultimately received his degree in finance and management from Southampton College of Long Island University. 

Doug and his wife, Sarah, are both active in the local community and remain very busy raising their blended family of four children.