Meet Douglas
Doug has been helping clients navigate the complexities of wealth for more than 25 years. He works primarily with affluent families and business owners across more than 20 states, offering extensive experience and a relationship-first approach to every client he serves. He is also passionate about mentoring younger individuals who are serious about building a strong financial foundation early in life.
Committed to helping clients make confident financial decisions, he provides personalized investment advice, retirement and estate planning, and thoughtful tax and risk management strategies—all tailored to support their long-term goals and evolving needs.
Doug earned his Bachelor of Science in Business from Skidmore College in Saratoga Springs, NY, where he was a two-time captain of the men’s tennis team. He began his career in finance in 1998 and, in 2006, founded his own independent practice. In 2016, Doug affiliated his DSF Wealth Management office with Carson Partners, and through strategic growth, his practice has evolved into what is now Carson Wealth’s Buckhead location.
He holds FINRA Series 7, 63, and 24 registrations, as well as the Series 65 through CWM, LLC. Doug also maintains Life and Health Insurance Licenses in several states and is a CERTIFIED FINANCIAL PLANNER™ professional.
An active member of the Atlanta community, Doug has served on the boards of the Atlanta Youth Tennis and Education Foundation and YMCA Camp High Harbour. He is also a member of Children’s Healthcare of Atlanta Will’s Club and the Buckhead Business Association.
Doug lives in the Chastain Park neighborhood with his wife, Lindsay, and their two children. Outside of work, he enjoys tennis, golf, and any activity that allows him to spend time with his family.
