Douglas Marcello, Cfp®, Chfc®
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Douglas Marcello, Cfp®, Chfc® Email & Phone Number

Wealth Advisor at Core Wealth Management (Jupiter, FL)
Location: Jupiter, Florida, United States 4 work roles 1 school
1 work email found @edwardjones.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@edwardjones.com
LinkedIn Profile matched
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Current company
Core Wealth Management (Jupiter, FL)
Role
Wealth Advisor
Location
Jupiter, Florida, United States
Company size
3 employees

Who is Douglas Marcello, Cfp®, Chfc®? Overview

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Quick answer

Douglas Marcello, Cfp®, Chfc® is listed as Wealth Advisor at Core Wealth Management (Jupiter, FL), a with 3 employees, based in Jupiter, Florida, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Douglas Marcello, Cfp®, Chfc®.

Douglas Marcello, Cfp®, Chfc® previously worked as Financial Advisor at Edward Jones and Teacher at Colorado Virtual Academy. Douglas Marcello, Cfp®, Chfc® holds Bachelors, Social Science Education from University Of Central Florida.

Company email context

Email format at Core Wealth Management (Jupiter, FL)

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*@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Douglas Marcello, Cfp®, Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Douglas Marcello, Cfp®, Chfc®

The opinions expressed are my own and do not reflect the views of Core Wealth Management. Content shared here is for informational purposes and does not constitute financial or investment advice. No part of this profile or its posts should be considered a recommendation to buy or sell any securities, and any references to our services are not solicited. Third-party comments or endorsements should not be considered as reflective of all client experiences and do not guarantee future outcomes. They do not represent the views of Core Wealth Management. Investing involves risk, including the loss of principal. Past performance is not a guarantee of future results. Consult a qualified professional for personalized advice. Advisory services are offered only where Core Wealth Management and its representatives are properly licensed or exempt from licensure.

Listed skills include Estate And Trust Services, Bonds, Sep Iras, Financial Calculators, and 20 others.

Current workplace

Douglas Marcello, Cfp®, Chfc®'s current company

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Core Wealth Management (Jupiter, FL)
Core Wealth Management (Jupiter, Fl)
Wealth Advisor
jupiter, florida, united states
Website
core-wm.com
Employees
3
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Company profile
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4 roles

Douglas Marcello, Cfp®, Chfc® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Core Wealth Management (Jupiter, Fl)

Jupiter, Florida, United States

Core Wealth Management (CWM) is a full-service financial planning and investment advisory firm. CWM is the wealth management arm of a Jupiter CPA firm, Schanel & Associates, which was established in 1994 in Palm Beach County. Our vision is to be the primary resource that you and your family can turn to for independent and objective financial advice. The professionals at Core Wealth Management will guide you through the process of developing and executing a financial plan that will bring you peace of mind regarding your financial future. With our heritage as tax accountants, our expertise encompasses multiple disciplines and enables us to take a truly comprehensive and integrated approach to financial planning and wealth management. At CWM, we work with clients of all income and net worth levels as we believe that a prudent financial plan is extremely beneficial for everyone.

Feb 2024 - Present

Financial Advisor

Edward Jones

Working with clients to establish a personalized financial strategy to help achieve their goals.

Apr 2014 - Feb 2024
1 education record

Douglas Marcello, Cfp®, Chfc® education

FAQ

Frequently asked questions about Douglas Marcello, Cfp®, Chfc®

Quick answers generated from the profile data available on this page.

What company does Douglas Marcello, Cfp®, Chfc® work for?

Douglas Marcello, Cfp®, Chfc® works for Core Wealth Management (Jupiter, FL).

What is Douglas Marcello, Cfp®, Chfc®'s role at Core Wealth Management (Jupiter, FL)?

Douglas Marcello, Cfp®, Chfc® is listed as Wealth Advisor at Core Wealth Management (Jupiter, FL).

What is Douglas Marcello, Cfp®, Chfc®'s email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Douglas Marcello, Cfp®, Chfc® at Core Wealth Management (Jupiter, FL).

Where is Douglas Marcello, Cfp®, Chfc® based?

Douglas Marcello, Cfp®, Chfc® is based in Jupiter, Florida, United States while working with Core Wealth Management (Jupiter, FL).

What companies has Douglas Marcello, Cfp®, Chfc® worked for?

Douglas Marcello, Cfp®, Chfc® has worked for Core Wealth Management (Jupiter, Fl), Edward Jones, Colorado Virtual Academy, and Palm Beach County School District.

Who are Douglas Marcello, Cfp®, Chfc®'s colleagues at Core Wealth Management (Jupiter, FL)?

Douglas Marcello, Cfp®, Chfc®'s colleagues at Core Wealth Management (Jupiter, FL) include Todd Schanel, Cfa, Cfp®, Cpa and Jackie Goldstick, Cfp®.

How can I contact Douglas Marcello, Cfp®, Chfc®?

You can use AeroLeads to view verified contact signals for Douglas Marcello, Cfp®, Chfc® at Core Wealth Management (Jupiter, FL), including work email, phone, and LinkedIn data when available.

What schools did Douglas Marcello, Cfp®, Chfc® attend?

Douglas Marcello, Cfp®, Chfc® holds Bachelors, Social Science Education from University Of Central Florida.

What skills is Douglas Marcello, Cfp®, Chfc® known for?

Douglas Marcello, Cfp®, Chfc® is listed with skills including Estate And Trust Services, Bonds, Sep Iras, Financial Calculators, Permanent Life Insurance, Annuities, Traditional Iras, and Fixed Income Investments.

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