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Douglas Berl
Client Advisor
Doug is a fourth generation Financial Advisor and brings more than two decades of experience building client relationships based on trust and confidence. His extensive knowledge covers experience with concentrated stock positions, fixed income products, ETFs, mutual funds, structured products, alternative investments, corporate cash management, and pre-IPO planning. He works with individuals and families to create investment strategies based on wealth preservation and risk management, assisting them in the efficient transfer of wealth tax across generational lines.
Services Provided: Financial Planning/Retirement Planning, Specialized Product Access (KCP), Alternative Investments, Lending, Portfolio Management, Trust and Estate Planning
Prior to joining Raymond James, Doug was with Sutro and Company and then joined Alex Brown in 1993 which was bought by Deutsche Bank. He received his B. S. in finance from Chapman University.
Born and raised in San Francisco, Douglas is a lifelong fan of the San Francisco Giants, Warriors and 49ers. His community involvement includes supporting the Military Veterans Appreciation Trust as well as being involved with the Northern California Multiple Sclerosis Society.
He and his wife, Jane, live in San Francisco and spend time on Balboa Island in Newport Beach.
Raymond James is not affiliated with any of the organizations listed above.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.
Services Provided: Financial Planning/Retirement Planning, Specialized Product Access (KCP), Alternative Investments, Lending, Portfolio Management, Trust and Estate Planning
Prior to joining Raymond James, Doug was with Sutro and Company and then joined Alex Brown in 1993 which was bought by Deutsche Bank. He received his B. S. in finance from Chapman University.
Born and raised in San Francisco, Douglas is a lifelong fan of the San Francisco Giants, Warriors and 49ers. His community involvement includes supporting the Military Veterans Appreciation Trust as well as being involved with the Northern California Multiple Sclerosis Society.
He and his wife, Jane, live in San Francisco and spend time on Balboa Island in Newport Beach.
Raymond James is not affiliated with any of the organizations listed above.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.