Partner | Wealth Advisor
Current
Jan 2022 - Present
AeroLeads people directory · profile
Doug Garrison, Cfp® Email & Phone Number
Partner at Cerity Partners
at
Cerity Partners
1 work email found
@ceritypartners.com
1 phone found area 713
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner at Cerity Partners
Location
Spring, Texas, United States
Company size
Who is Doug Garrison, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Doug Garrison, Cfp® is listed as Partner at Cerity Partners at Cerity Partners, a company with 211 employees, based in Spring, Texas, United States. AeroLeads shows a work email signal at ceritypartners.com, phone signal with area code 713, and a matched LinkedIn profile for Doug Garrison, Cfp®.
Doug Garrison, Cfp® previously worked as Partner | Wealth Advisor at Cerity Partners and Senior Wealth Advisor at Investec Wealth Strategies. Doug Garrison, Cfp® holds Ba, Psychology from Yale University.
Company email context
Email format at Cerity Partners
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*@ceritypartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Doug Garrison, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Doug Garrison, Cfp®
Missed opportunities and bad advice really bug me. Over the years, I’ve encountered people who have suffered from mediocre financial planning. If only they had received better advice….better understood use of NUA on company stock, better understood investing and tax implications, and so forth. Missed opportunities. Not great advice.I’m on a mission to make sure that folks preparing for or in retirement don’t miss out on opportunities due to ignorance, or bad advice, or because they just haven’t made the time to look after their finances. We look at the big picture with our clients. When will they have enough money to retire? How much can they spend in retirement? Are their investments diversified? What financial “blind spots” do they have? Are estate planning documents updated and in place? Have they made provisions in the event they’re suddenly out of the picture? How can we help them if they’re afraid of market volatility or are simply not interested in understanding investment options? I have particular expertise in ExxonMobil benefits, having worked there in HR for more than three decades. Don’t miss an opportunity. Don't settle for bad advice.p: 713.622.9111 / e: dgarrison@ceritypartners.com
Listed skills include Portfolio Management, Investments, Wealth Management, Risk Management, and 8 others.
Current workplace
Doug Garrison, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
3 roles
Doug Garrison, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Effective December 31, 2021, Investec Wealth Strategies merged with Cerity Partners.
Jan 2011 - Dec 2021
Retired In 2008 As Manager, Global Benefits Design
Responsible in last position for design of corporate benefit programs including pension, 401(k) plan, medical, and insurance plans. Helped design and implement corporate health strategies program ("Partners in Health") and financial literacy program ("Financial Fitness Program").
Jul 1977 - May 2008
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
GT
Gabe Thelen
Colleague at Cerity PartnersFort Mitchell, Kentucky, United States, United States
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JZ
Joe Zurschmiede, J.D., Cfp®
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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DM
Daniel Mckenna
Colleague at Cerity PartnersUnited States, United States
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JV
Julio V. Driggs, Jd, Cfp®
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
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TR
Timothy Ringelstein, Cfa
Colleague at Cerity PartnersGreater Philadelphia, United States
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MR
Meg Rowley
Colleague at Cerity PartnersGreater Chicago Area, United States
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EL
Edward Liberman
Colleague at Cerity PartnersGreater Chicago Area, United States
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LB
Lindsay Bosan
Colleague at Cerity PartnersBronx, New York, United States, United States
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AL
Adam Landau
Colleague at Cerity PartnersGreater Philadelphia, United States
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CC
Chris Ck Kelley
Colleague at Cerity PartnersBelvedere Tiburon, California, United States, United States
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Gabe Thelen
Colleague at Cerity PartnersFort Mitchell, Kentucky, United States, United States
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JZ
Joe Zurschmiede, J.D., Cfp®
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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DM
Daniel Mckenna
Colleague at Cerity PartnersUnited States, United States
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JV
Julio V. Driggs, Jd, Cfp®
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
View →
TR
Timothy Ringelstein, Cfa
Colleague at Cerity PartnersGreater Philadelphia, United States
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MR
Meg Rowley
Colleague at Cerity PartnersGreater Chicago Area, United States
View →
EL
Edward Liberman
Colleague at Cerity PartnersGreater Chicago Area, United States
View →
LB
Lindsay Bosan
Colleague at Cerity PartnersBronx, New York, United States, United States
View →
AL
Adam Landau
Colleague at Cerity PartnersGreater Philadelphia, United States
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CC
Chris Ck Kelley
Colleague at Cerity PartnersBelvedere Tiburon, California, United States, United States
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2 education records
Doug Garrison, Cfp® education
Ba, Psychology
Mba, Industrial Relations
FAQ
Frequently asked questions about Doug Garrison, Cfp®
Quick answers generated from the profile data available on this page.
What company does Doug Garrison, Cfp® work for?
Doug Garrison, Cfp® works for Cerity Partners.
What is Doug Garrison, Cfp®'s role at Cerity Partners?
Doug Garrison, Cfp® is listed as Partner at Cerity Partners at Cerity Partners.
What is Doug Garrison, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Doug Garrison, Cfp® at Cerity Partners.
What is Doug Garrison, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 713 for Doug Garrison, Cfp® at Cerity Partners.
Where is Doug Garrison, Cfp® based?
Doug Garrison, Cfp® is based in Spring, Texas, United States while working with Cerity Partners.
What companies has Doug Garrison, Cfp® worked for?
Doug Garrison, Cfp® has worked for Cerity Partners, Investec Wealth Strategies, and Exxonmobil.
Who are Doug Garrison, Cfp®'s colleagues at Cerity Partners?
Doug Garrison, Cfp®'s colleagues at Cerity Partners include Gabe Thelen, Joe Zurschmiede, J.D., Cfp®, Daniel Mckenna, Julio V. Driggs, Jd, Cfp®, and Timothy Ringelstein, Cfa.
How can I contact Doug Garrison, Cfp®?
You can use AeroLeads to view verified contact signals for Doug Garrison, Cfp® at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Doug Garrison, Cfp® attend?
Doug Garrison, Cfp® holds Ba, Psychology from Yale University.
What skills is Doug Garrison, Cfp® known for?
Doug Garrison, Cfp® is listed with skills including Portfolio Management, Investments, Wealth Management, Risk Management, Public Speaking, Investment Management, Organizational Development, and Fundraising.
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