Doug Gross


Branch Manager

DOUGLAS.GROSS@RAYMONDJAMES.COM

 

Doug has an impressive track record in financial planning. After earning a BA in accounting from Alma College, he launched his career as a CPA with Arthur Young, now Ernst and Young. Doug then went on to work for Eastman Kodak and Malloy Lithographing, building skills in sales and management. After receiving an MBA from the University of Michigan, he worked as a financial planner for A.G. Edwards before establishing his branch office of Raymond James Financial Services in March of 1996.

Doug earned his CERTIFIED FINANCIAL PLANNER™ certification in 1998. For four consecutive years, he has been recognized by Raymond James as a member of their President's Council* based on his production, and professional growth. He has also served on panels at Raymond James educational conferences and has made presentations to local groups on a wide range of investment topics.

Currently, Doug manages the Raymond James Financial Services team and provides wealth management and financial planning for individuals, families, small businesses and non-profit organizations. Over the years, he has developed a specialty in retirement planning and asset management. Like all members of his team, he attends numerous professional conferences each year in order to continuously upgrade his skills.

Married with three daughters, Doug is an avid sailor, tennis and hockey player.  He is also an active supporter of charities and other nonprofits in Washtenaw County, including the United Way and Rudolf Steiner School.

Licenses and Certifications held: CFP®, Series 7, 24, 31, 51, and 63, Life & Health Insurance

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

“When you find something you really love to do, it becomes something much more than mere ‘work.’ One of my greatest satisfactions - and motivators - is discovering investment opportunities and making money for clients. I also enjoy financial planning, especially when I can gain a unique perspective that enables me to save taxes or benefit a client in other ways. Best of all, though, is communicating with clients, hearing about their lives, their families, their hopes and dreams, and thinking about how we can help them.”


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.