Anne Douglas (CFP®)
Anne Douglas focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Millennials
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Millennials
- Women's Financial Planning Issues
Additional Information
Annie came to Clearview Wealth Management from Morgan Stanley in New York City, where she provided financial planning and investment services for clients for almost 7 years. Prior to her time at Morgan Stanley, she served in a similar role at Goldman Sachs Ayco.
Annie is passionate about learning what is most important to each client: this enables her to help them achieve and maintain their objectives. She is mindful of how unique every financial and family situation is, and she strives to be thoughtful in her approach to complex financial decisions.
Education and Professional Designations
- CFP® Professional
- MBA in Finance from UMass Amherst
- Bachelor of Science degree in Applied Mathematics from the City College of New York
NAPFA Start Date
April 16, 2024
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