Riley Private Client is thrilled to announce that Douglas Jones CFP® has been appointed as Managing Director of the company. An experienced advisor and financial planner, Douglas will assume leadership of Wealth Management, Financial Planning, and Investment Strategy effective immediately.
Doug holds multiple licensures including the Series 66, Series 7, Texas Life and Health License as well as being a registered CFP®. We are confident that his breadth of knowledge and experience will enable Riley Private Client to continue the legacy created by our Founder and enhance the overall experience for our valued clients.
Doug possesses a Bachelor of Science in Personal Financial Planning from the University of Missouri-Columbia. In his spare time, Doug enjoys hunting, fishing, camping and other outdoor pursuits.
Doug has begun familiarizing himself with your portfolios and household and looks forward to a formal introduction with each of you. Doug will be reaching out to each of you over the next several weeks to get to know you and understand your goals. In the meantime, you are welcome to contact Doug via email or phone. Contact information as follows:
Phone: 817-870-4680 x. 202
Riley Private Client would like to take a moment to voice our appreciation for you, our loyal clients, as we know the last several months have been difficult with the loss of our great leader. We took great care in identifying an individual that reflects the values of our clients and honors the legacy of our Founder, William Riley. It is our sincere belief that Doug possesses the strength and character necessary to lead the firm while honoring our history.