Courtnie A Douglas

My first job was a lifeguard at Kingsley Lake – since that moment, I knew I wanted to serve my community.

I graduated from the University of Florida and joined the firm in 2013, opening the first office in Starke. It is a privilege to work with a variety of clients whose needs include growing wealth, education, living in retirement and multigenerational families. Many of my clients are small businesses and we help create strategies for business succession, growing assets and tax considerations.

Empowering you, helping you feel comfortable investing and assisting as you make life-changing decisions is my passion. We build...