Doug Watts, CFP®, ChFC®, CIMA®

Senior Financial Planner

Douglas “Doug” Watts is a Senior Financial Advisor at Vintage and holds the CFP®, ChFC®, and CIMA® professional designations. In addition to his work with clients, he serves on the firm’s investment committee and assists with writing articles for On the Money and the Vintage E-News. Doug values critical thinking and communication. He has a drive to find the most ideal, value-driven outcomes for our clients.

Prior to joining Vintage, Doug worked as an advisor in the investing and wealth management division for a large national bank.

In addition to his career in financial services, Doug is a husband, father, aspiring stoic, movie buff and a bit of a traveler. He spends time walking his dog, Boss. He is always ready for an enjoyable conversation and loves to laugh. He is currently serving on the Leadership Giving Association Committee for the United Way of Washtenaw County and is a member of the Washtenaw Estate Planning Council.

Education, Licenses, Certifications and Designations Held:

  • Bachelor of Arts in Philosophy, Politics, and Economics
    • University of Pennsylvania
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst® (CIMA®)
    • Investments & Wealth Institute
  • Chartered Financial Consultant® (ChFC®)
    • The American College of Financial Services

 

Schedule a complimentary meeting with Doug