Doug Charles

FAQ About Doug Charles

• What is Doug Charles's address?

  Doug Charles is located at
  United States

• What is Doug Charles's job title?

  Doug Charles is a
  Doug Charles has provided financial guidance to a select group of clients for more than 20 years and has been with Morgan Stanley Wealth Management since 2008. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Doug has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Atlanta. He is a lead member of the Charles Robinson Group at Morgan Stanley, a team comprised of 5 Financial Advisors and 1 Client Service Associate currently located in Alpharetta, GA, a suburb of Atlanta. The Charles Robinson Group manages client assets with a focus on two specific client groups – affluent investors and corporate retirement plans. Within the team, Doug leads the management of all high net worth private client relationships. Doug's focus is on delivering investment strategies that target client-specific goals through asset allocation and specific investment selection across equity, fixed income and alternative asset classes, holding responsibility for all key portfolio- and investment-related research and recommendations. Doug also provides advice, education and leadership with respect to complex financial planning situations. Doug currently lives in Suwanee, GA with his wife and their two children. He enjoys traveling with his family and is active in the youth coaching community for both baseball and football. NMLS#: 1278676 Morgan Stanley

• What industry does Doug Charles currently work in?

  Doug Charles currently works in the
  Morgan Stanley

• What is Doug Charles's area of expertise?

  Doug Charles specializes in
  Doug Charles has provided financial guidance to a select group of clients for more than 20 years and has been with Morgan Stanley Wealth Management since 2008. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Doug has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Atlanta. He is a lead member of the Charles Robinson Group at Morgan Stanley, a team comprised of 5 Financial Advisors and 1 Client Service Associate currently located in Alpharetta, GA, a suburb of Atlanta. The Charles Robinson Group manages client assets with a focus on two specific client groups – affluent investors and corporate retirement plans. Within the team, Doug leads the management of all high net worth private client relationships. Doug's focus is on delivering investment strategies that target client-specific goals through asset allocation and specific investment selection across equity, fixed income and alternative asset classes, holding responsibility for all key portfolio- and investment-related research and recommendations. Doug also provides advice, education and leadership with respect to complex financial planning situations. Doug currently lives in Suwanee, GA with his wife and their two children. He enjoys traveling with his family and is active in the youth coaching community for both baseball and football. NMLS#: 1278676

• Which languages does Doug Charles speak? 

  Doug Charles speaks the following languages:
  No languages available.

• Which industries has Doug Charles previously worked in?   

  Doug Charles has prior experience in the following industries:
  Merrill Lynch , Jc Bradford , Olde Discount

• What is Doug Charles’s work experience?  

  Doug Charles has the following professional experience:
  Morgan Stanley , Merrill Lynch , Jc Bradford , Olde Discount .

• How can I find Doug Charles on LinkedIn?  

  You can view Doug Charles’s
  LinkedIn profile at LinkedIn URL.

• What are Doug Charles’s work email addresses?  

  Doug Charles’s work email addresses are
  [email protected] .

• What company does Doug Charles work for?  

  Doug Charles works at
  Morgan Stanley