AeroLeads people directory · profile
Douglas Marlow, Cfp® Email & Phone Number
Growth and Practice Development Consultant
at
Avantax
1 work email found
@roadrunner.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Growth and Practice Development Consultant
Location
Charlotte Metro, United States, United States
Who is Douglas Marlow, Cfp®? Overview
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Quick answer
Douglas Marlow, Cfp® is listed as Growth and Practice Development Consultant at Avantax, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at roadrunner.com and a matched LinkedIn profile for Douglas Marlow, Cfp®.
Douglas Marlow, Cfp® previously worked as National Sales Director at Upticks Advisory And Consulting Services and VP, Regional Planning Consultant at Fidelity Investments. Douglas Marlow, Cfp® holds Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services from University Of Phoenix.
Company email context
Email format at Avantax
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*@roadrunner.com
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AeroLeads found 1 current-domain work email signal for Douglas Marlow, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Douglas Marlow, Cfp®
For 4 decades, I have been a passionate, dedicated financial planner serving my clients' best interests and delivering the right financial strategies for their money, wealth, and estate planning. As a a board-certified financial planning practitioner, accredited investment fiduciary, certified exit planning advisor, chartered financial consultant and chartered life underwriter; my core competencies include coaching, mentoring, business development, organizational management, behavioral finance, and asset allocation theory in the areas of retirement planning, financial planning, asset protection, estate planning, tax planning, document review, and ongoing portfolio management. I have a deep and broad understanding of the intended client experience and advice and guidance deliverables, as well as a strong foundational knowledge of advanced planning techniques and project management experiences.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantax.com/social_policy/ for more information
Listed skills include Coaching And Development, Financial Services, Retirement Planning, Wealth Management, and 33 others.
Current workplace
Douglas Marlow, Cfp®'s current company
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9 roles
Douglas Marlow, Cfp® work experience
A career timeline built from the work history available for this profile.
Growth And Practice Development Consultant
CurrentStrategic Growth Consultant | Financial Professional Coach | Behavioral Financial Planning AdvocateAs a seasoned CFP® professional, I specialize in helping financial professionals develop strategic growth opportunities, enhance client engagement, and build intentional client experiences. Currently, I am focused on:Emerging Financial Professional Program: I.
Nov 2023 - Present
National Sales Director
Upticks Advisory And Consulting Services
Builder of multiple sales and training programs to encompass Relationship-Based Practices, Consultation Frameworks, and Strategic Consulting for RIA's, Broker-Dealers, and their representativesFirms engaged: TIAA, ATRIA, Fidelity, Ally, H&H Business Consulting, Stephens Wealth Management Group, Belmont Capital Advisors, US Bank
Jun 2020 - Nov 2023
Vp, Regional Planning Consultant
Jun 2019 - Apr 2020
Financial Advisor
Feb 2018 - Jun 2019
National Advisory Sales Coach
Aug 2006 - May 2017
Vp, Director Of Business Development
SaaS quota carrying Business Development for Financial Planning Software Developer. Worked directly with major financial institutions including insurance companies, banks, broker-dealers and RIA firms to subscribe and deploy the firm's offerings.Exceeded quota each year Worked closely with development teams, project managers, customer success team, and.
Nov 2000 - Jul 2006
Director Of Advanced Sales
Dec 1995 - Mar 2000
Director Of Technical Analysis
Market Timing Associates
Technical Anayst for my families RIA.Led all research on technical indicators of stock and bond market performance using the first on-line trading systems to the NYSE.
Feb 1983 - Dec 1994
4 education records
Douglas Marlow, Cfp® education
Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services
University Of Phoenix
Cfp®
College For Financial Planning
Chfc
The American College Of Financial Services
Clu
The American College Of Financial Services
FAQ
Frequently asked questions about Douglas Marlow, Cfp®
Quick answers generated from the profile data available on this page.
What company does Douglas Marlow, Cfp® work for?
Douglas Marlow, Cfp® works for Avantax.
What is Douglas Marlow, Cfp®'s role at Avantax?
Douglas Marlow, Cfp® is listed as Growth and Practice Development Consultant at Avantax.
What is Douglas Marlow, Cfp®'s email address?
AeroLeads has found 1 work email signal at @roadrunner.com for Douglas Marlow, Cfp® at Avantax.
Where is Douglas Marlow, Cfp® based?
Douglas Marlow, Cfp® is based in Charlotte Metro, United States, United States while working with Avantax.
What companies has Douglas Marlow, Cfp® worked for?
Douglas Marlow, Cfp® has worked for Avantax, Upticks Advisory And Consulting Services, Fidelity Investments, Atria Wealth Solutions, and Tiaa.
How can I contact Douglas Marlow, Cfp®?
You can use AeroLeads to view verified contact signals for Douglas Marlow, Cfp® at Avantax, including work email, phone, and LinkedIn data when available.
What schools did Douglas Marlow, Cfp® attend?
Douglas Marlow, Cfp® holds Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services from University Of Phoenix.
What skills is Douglas Marlow, Cfp® known for?
Douglas Marlow, Cfp® is listed with skills including Coaching And Development, Financial Services, Retirement Planning, Wealth Management, Investments, Financial Planning, Portfolio Management, and Insurance.
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