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

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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6836 Carnegie Blvd., Suite 200 Charlotte, NC 28211 Phone: (704) 837-4317 Fax: (980) 322-0465