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Howard L. Douglas, CFP®

Howard L. Douglas, CFP®

Co-Op Student

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  • Timeline

  • About me

    First Vice President/Investments - Stifel

  • Education

    • Georgia Institute of Technology

      -
      Bachelor of Mechanical Engineering Mechanical Engineering

    • University of North Carolina at Charlotte

      1995 - 1999
      Master of Business Administration

  • Experience

    • The Coca-Cola Company

      Jan 1988 - Jan 1990
      Co-Op Student

      Designed, built, and tested fountain machines and systems as well as vending machines.

    • Tenneco

      Jan 1991 - Feb 1992
      Associate Engineer

      Coordinated the volume of natural gas flowing into the company pipeline from multiple wells and platforms throughout the gulf region. Also was a member of the team responsible for testing and rolling out a new software system used to manage the pipeline.

    • Southern Alloy of America Inc.

      Feb 1992 - May 1996
      Sales Engineer

      Generated sales and marketing of various metal products, assisted customers in the selection of the appropriate products for their manufacturing needs, managed corporate computer systems, and served as purchasing agent.

    • A.G. Edwards & Sons, Inc.

      Jun 1996 - Jan 2008
      Vice President/Investment Officer

    • Wachovia Secutities

      Jan 2008 - Mar 2009
      Vice President/Investment Officer

    • Stifel Financial Corp.

      Mar 2009 - now
      First Vice President/Investments - Stifel

      I am a financial advisor with the CERTIFIED FINANCIAL PLANNER™ professional certification, working with clients to determine their investment planning needs and implementing strategies using investments, insurance, and other products and services.I helped open the Charlotte office for Stifel in 2009 (it’s pronounced “stee-ful”). Founded in 1890, Stifel’s has been quietly doing business the right way - by putting clients needs first. I am on a mission to build and preserve wealth for my clients.Various positions held culminating in First Vice President/Investments. Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ (CFP®)

      CFP® Board
      Nov 2002

  • Volunteer Experience

    • Member

      Issued by Sidekick Karate Mission Team on Jul 2017
      Sidekick Karate Mission TeamAssociated with Howard L. Douglas, CFP®

    • Assistant Instructor

      Issued by Sidekick Karate on Jan 2019
      Sidekick KarateAssociated with Howard L. Douglas, CFP®