Douglas Marlow

Growth And Practice Development Consultant at Avantax

Douglas Marlow, CFP®, serves as the Advisor Growth Content Manager at Cetera Financial Group, where responsibilities include creating and managing content to drive advisor growth following the acquisition of Avantax. As a Growth and Practice Development Consultant at Avantax, Douglas emphasizes strategic growth opportunities and client engagement, notably leading the Emerging Financial Professional Program. Previous roles include National Sales Director at UPTICKS Advisory and Consulting Services, VP at Fidelity Investments, and various leadership positions at firms such as Atria Wealth Solutions, TIAA, and Transamerica. Douglas holds a Bachelor of Science in Business from the University of Phoenix and multiple financial designations, including CFP®, ChFC, and CLU.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices