portrait of Doug Rostick
FINANCIAL ADVISOR

Doug Rostick

CFP®, ChFC®, AAMS™
5046 Boylston Hwy Suite 5, Mills River, NC 28759opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Sustainable investing

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Hiking
  • Music
  • Traveling
  • Volunteering
  • Tennis

Team Members

  • Jane Cook
    Sr. Branch Office Administrator
    FPQP®
  • Macy Austin
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(828) 890-2791

Fax

(866) 239-8776

Office Address

5046 Boylston Hwy Suite 5
Mills River, NC 28759opens in a new window

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