Douglas Carroll, CFP^®

Designations and Licenses

Doug is a CERTIFIED FINANCIAL PLANNER^™ professional. He also holds life, accident, health and HMO insurance licenses in Texas. 

Experience and Education

Doug works with clients to provide personalized wealth management solutions to help meet their individual needs and objectives. Prior to joining Mariner Wealth Advisors, he served as a wealth management associate at SMS Capital Management, LLC, a boutique wealth management firm. Previous to that role, he worked as a consulting engineer in the electrical power industry for more than 15 years.

Doug has a bachelor’s degree in mechanical engineering from Carnegie Mellon University. 

Personal Interests

Doug is the club president and a high performance driver’s education instructor for the Lone Star Region (Houston) Porsche Club of America. He is also the treasurer of the Woodland Heights Civic Association.