Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Doug Marlow, AIF®, CFP®,ChFC®,CLU®

Director of Financial Planning
Doug.Marlow@stephenswmg.com

I firmly believe that our role as planners is to help our clients live THEIR best lives. It means aligning THEIR mission, values and family dynamics with THEIR financial plans. Father, mentor, relationship builder

Doug began his financial services career 30 years ago with his families’ investment advisory firm and has spent most of his career coaching clients on behavioral investing while developing consultants and advisors to deliver world-class client experiences.

Doug’s mission for the past 30-plus years has been and continues to be utilizing the principles of behavioral finance to help people implement the right financial strategies for their money, wealth, and estate planning. This includes Retirement Planning, Financial Planning, Asset Protection, Estate Planning, Tax Planning, Document Preparation and Ongoing Portfolio Management.

Doug has attained numerous industry achievements in his pursuit of serving clients at the highest level.  He carries the CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary®, Chartered Financial Consultant®, and Chartered Life Underwriter designations as further commitment to the highest ethical and planning standards of the industry.

Doug's Money Story

As the son of a Wall Street Technical Analyst, I grew up in a house of relatively high financial literacy.  I remember at 10 years old learning the lessons of embargos, gasoline rationing, high interest rates, and stagflation.  I had no friends, but I knew what was going on in the economy.  Those formative years taught me a lot about the value of working hard, education, saving, investing, and planning so that a family could keep up with a lifetime of rising costs.

I have used those early lessons to ignite my passion for planning and firmly believe that all successful investing is goal-focused and planning-driven, while all failed investing is market-focused and current-outlook-driven.  Successful investors act continuously on their plan and failed investors react continually to the markets – almost always the wrong way.  It is truly impossible to react one’s way to investment success.

Doug Marlow

Education and Designations

University of Phoenix Bachelors Degree in Business Management and Economics

Accredited Investment Fiduciary

Board Certified Financial Planner

Chartered Financial Consultant

Chartered Life Underwriter

NC Life, Health and Annuity License

Outside the Office:

Originally form New York, Doug relocated as a teenager to NY biggest suburb, South Florida, before moving to NC to raise his family.  When Doug is not studying the markets or behavioral finance, he can be found volunteering as the chief of statistics for The William Amos Hough Huskies High School Football Team or yelling at his television as a passionate fan of the Carolina Panthers, Tampa Bay Lightning and Tampa Bay Rays. He lives just outside of Charlotte, NC with his wife Janine.

 

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure

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