Doug Jones, CFP®

Vice President

Southlake - Fort Worth, Texas

Contact Doug

Doug is a second-generation wealth management professional with a genuine passion for helping clients align their financial strategies with what matters most to them—whether that's family, business, or leaving a lasting philanthropic legacy. Doug takes pride in building meaningful relationships, learning what clients truly value in life, and designing financial plans aimed to help them achieve their personal and professional goals.
In 2024, Doug joined EP Wealth Advisors through its partnership with Riley Private Client. His career began at Merrill Lynch, where he earned his securities licenses. He then transitioned to Neuberger Berman, working in institutional investment management. It was during this time that Doug discovered his passion for advisory work and building long-term client relationships, which ultimately led him to his role as a financial consultant at Charles Schwab.
Doug holds a Bachelor of Science in Personal Financial Planning from the University of Missouri and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. He is also licensed in securities and holds a Texas life and health insurance license.
Away from the day-to-day task of helping clients, Doug is an avid outdoors enthusiast, enjoying waterfowl hunting, fishing, and golf. He loves exploring new restaurants, spending quality time with friends and family, and has developed a passion for collecting wine and experimenting with unique dishes, particularly those not typically found in Texas.