Charlie Douglas

Charlie Douglas

MANAGING PARTNER

I was born and raised in Palatka, Florida. After graduating valedictorian of my high school class, I attended the University of Florida Warrington College Of Business, where I 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, I served as Editor-in-Chief of the Florida Law Review and graduated second in my class of 211 students. I was also inducted as a member of the Order of the Coif and Florida Blue Key.

I focus my practice on asset protection strategies, business succession plans, and tax-avoidance tactics.  I enjoy helping families and business owners work toward financial success through a comprehensive planning process.

My passionate representation and advocacy for my clients led Florida Super Lawyers Magazine to recognize me as a “Rising Star,” which is an award reserved for less than 2.5% of attorneys in Florida under the age of 40.

I support the community by volunteering with Haven Hospice, Putnam First Cancer Fund, The ARC, Kiwanis of the Azalea City, and Boy Scouts of America. My wife, Bethany, and I have three children and a boxer named Percy.  I am an instrument-rated pilot, and enjoy 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.

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