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Our financial advice team


Douglas B Roberts, Private Wealth Advisor serving the Atlanta, GA area - Ameriprise Advisors

Douglas B Roberts

MBA, CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Blane Advisory Group

An Ameriprise Private Wealth Advisor

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • MBA, Finance, University of North Texas
  • BA , Finance, University of North Texas

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021 and 2023
  • Ameriprise Circle of Success, 2022 and 2023

Community participation

Interests

I enjoy spending time with my lovely wife Sheri, our three cats Lucky, Chaco, Gracie and traveling to Tennessee to spoil my niece Molly & my nephew Jake. Playing golf every chance I get, and deepening my knowledge of the financial planning profession.