Howard Douglas, CFP®

Vice President / Investments

Since 1996, Howard has been helping clients plan for the future. He has held the CERTIFIED FINANCIAL PLANNER (CFP®) certification since 2002, and he helps clients manage their investment portfolios through disciplined financial planning. Howard graduated from Georgia Tech and earned an MBA from UNC-Charlotte. Trained as a mechanical engineer, he understands that small decisions can make a large difference over time.

Howard and his wife, Wendy, have been married for more than 25 years. Howard's son (Will) both graduated from and works for NC State University in Raleigh. His daughter (Grace) is in the Nursing Program at Appalachian State University and earned her black belt in karate (alongside her dad!). In his spare time, Howard flies large radio-controlled aircraft and both practices and teaches karate.


Phone (704) 554-6039
Fax (704) 554-6089