Doug Fishman, Financial Advisor

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Charitable Giving

About Doug

Every person, every family, every business... they all have a story to write. An autobiography of their most cherished memories and vexing challenges. Parts of that autobiography will be created through everyday actions, while others need the help of a biographer. For over 20 years, I have helped my clients build their legacies, live their dreams and protect their most cherished by being blessed to serve as their financial advisor.

Our team of myself and my assistant, Victoria Lawson, use an established process to learn what is most meaningful and we partner with you to help create your own personal...

Work History

  • Edward JonesNovember 2016 to Current

Education

  • Univ of Miami-Coral GablesMaster of Business Admin

Personal Interests

  • Cooking
  • Football
  • History and Museums
  • Music
  • Traveling

Team Members

  • Victoria Lawson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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