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Doug Frawley brings a wealth of experience and expertise shaped by a diverse academic and professional background. His journey into the world of finance began with a blend of business education at USC's Marshall School of Business and scientific exploration in biochemistry at UMass Boston, followed by research at Harvard Longwood. Doug completed his undergraduate degree in Business as a marketing major and chemistry minor at UMass Boston, with the intent of becoming a Certified Public Accountant.


Born and raised in Lexington, Massachusetts, Doug began his professional career as an auditor, focusing on contract, performance, and IT-related audits. Doug then completed his MSA in Accounting, graduating summa cum laude while working full-time, then in 2013 he became a CPA, while simultaneously achieving his MBA, again graduating summa cum laude. With a passion for entrepreneurship and a strong marketing background, Doug launched his own CPA practice in North Quincy, Massachusetts.


The call of sunnier climates and family connections led Doug to relocate his CPA practice to Fort Lauderdale, Florida. There, he met his wife, Mercedeh, who had moved to escape the cold of northern Michigan. Embracing his love for financial advising, Doug became a Certified Financial Planner® in 2017 and joined Morgan Stanley out of Naples, Florida. His talents were quickly recognized, and he was recruited by Fisher Investments in Tampa, where he managed a prestigious portfolio of high-net-worth clients with over a quarter of a billion in assets.


Through it all, Doug found himself drawn back to the community and opportunities in Naples, ultimately finding his new home with LA Pension Planners. Ever committed to professional growth, Doug is currently a CIMA® Candidate and has completed the educational requirements through the Yale School of Management. With nearly two decades of experience working with high-net-worth clients, across multiple disciplines, Doug brings a unique and valuable perspective to LA Pension Planners. His cross-disciplinary expertise and commitment to excellence enable him to provide comprehensive and insightful financial strategies, making him an indispensable part of the team.

ABOUT

 

 

Securities and Investment Advisory services offered through GWN SECURITIES, INC. A Registered Investment Advisor. Member FINRA (www.finra.org) /SIPC (www.spic.org). 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Pension Planners and GWN Securities, Inc. are non-affiliated companies

   © 2021 LA Pension Planners

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