FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Charlie  Douglas

Charlie Douglas

Managing Partner

Charlie Douglas was born and raised in Palatka, Florida. After graduating valedictorian of his high school class, Charlie attended the University of Florida Warrington College Of Business, where he served as a Student Government Cabinet Director and graduated summa cum laude with a degree in Business Administration.

During law school at the University of Florida, Charlie served as Editor-in-Chief of the Florida Law Review and graduated second in his class of 211 students. Charlie was also inducted as a member of the Order of the Coif and Florida Blue Key.

Charlie focuses his practice on asset protection strategies, business succession plans, and tax-avoidance tactics.  Charlie enjoys helping families and business owners work toward financial success through a comprehensive planning process.

Charlie's passionate representation and advocacy for his clients led Florida Super Lawyers Magazine to recognize Charlie as a "Rising Star," which is an award reserved for less than 2.5% of attorneys in Florida under the age of 40.

Charlie supports the community by volunteering with Haven Hospice, Putnam First Cancer Fund, The ARC, Kiwanis of the Azalea City, and Boy Scouts of America. Charlie and his wife, Bethany, have two children and a boxer named Percy.  Charlie is an instrument-rated pilot, and he enjoys hunting, fishing, and traveling.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.