Douglas J. Adler

Douglas J. Adler

Raymond James & Associates

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: No minimum required

Title: Senior Vice President, Investments

Offering advice since: 1996

Areas of focus:

  • Annuities
  • Business planning
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Douglas J. Adler:

Doug Adler is a dedicated financial advisor with Raymond James & Associates, Inc. in East Lansing, Michigan.

As a professional in the unique financial challenges facing individuals approaching retirement, he provides sound financial advice and exceptional service to his clients. Focusing on overall financial management and the creation and protection of wealth, Doug assists business owners, managers, successful individuals and certain qualifying retirees with unique financial and retirement planning strategies.

Doug's approach is one of professional respect and friendship combining openness with honesty and genuine concern for his clients' economic welfare. Doug is recognized as a skilled, reliable and caring financial professional. With his intelligent, discerning style, he is someone people are comfortable with and with whom they can share their concerns.

When speaking of his work, he does so with conviction and enthusiasm. "My objective is to effectively assist my clients to achieve several financial goals:

1) Maximize wealth accumulation while managing tax obligations
2) Maintain current lifestyle and independence throughout their retirement years
3) Reduce or eliminate estate taxes to beneficiaries and heirs
4) Provide for the family or social legacy

The foundation to achieve these goals is built on a relationship of integrity, trust and service... a relationship that will last a lifetime. My role is to serve as my clients' Personal Chief Financial Officer, and my job is to do all the construction and heavy lifting for them."

As a lifetime learner and teacher, Doug has conducted numerous seminars and workshops. Topics for these sessions have included "Mutual Funds: Informed Choices," "Retirement Planning: How To Have the Retirement You Want," "Determining Portfolio Risk and Evaluating Manager Performance," and "Planning Ahead: Tax Avoidance Through Estate Planning."

Doug and his wife, Rene', reside in Dewitt, Michigan. Currently, they enjoy spending time with their children, Sammy and Danielle. In his leisure, Doug enjoys college sports, distance running, and time at the cottage with his family and friends.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Series 63, 7, 8 , 9 , 10, 24, Variable Annuities, Life & Health WMS AAMS

Education:

Not specified

Will provide references upon request?

Yes


Further information about Raymond James & Associates:

Raymond James & Associates

(Size of firm: 0-9 advisors)

Raymond James was founded by Robert A. James in 1962 to serve individual investors by examining all aspects of their financial needs while providing sound investment guidance. That tradition lives on today through the financial advisors of our Private Client Group.

Similarly, our corporate culture has always been - and continues to be - grounded in conservative management, high ethical standards, measured growth and a commitment to superior client service.

That focus has enabled the company to avoid many of the problems that have plagued - and continue to plague - many other financial services companies.

Florida-based Raymond James (NYSE: RJF) is a publicly traded, diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies in the United States, Canada and overseas.

In an era of industry turmoil, economic turbulence and extreme market volatility, Raymond James has stayed true to its original mission of serving each client with individualized high-quality solutions.

Raymond James & Associates, Inc. member New York Stock Exchange / SIPC.


Contact Information for Douglas J. Adler

Phone: 517-332-4081
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Fax: 517-336-0305

Address for Douglas J. Adler:
1400 Abbot Road
Suite 100
East Lansing, MI, 48823

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