Douglas Timmerman, CFP®
Senior Wealth Advisor
Designations and Licenses
Doug is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Doug works as part of a team to provide comprehensive wealth management solutions to business owners, executives and families. Prior to joining Mariner Wealth Advisors, Doug was a financial advisor at both WestPac Wealth Partners and AXA Advisors.
He holds a bachelor’s degree in finance and economics from the University of Kentucky.
Personal Interests
Doug enjoys golfing, hiking, camping and competing in triathlons. He is a die-hard Ohio State Buckeyes football fan and University of Kentucky basketball fan.
Doug’s Offices
Insights
How to Get the Maximum Social Security Benefit
May 24, 2023
If you’re a high earner and meet certain qualifications, you could receive the highest Social Security benefit possible ($54,660)...
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Money Markets: What You Need to Know
May 11, 2023
What is a money market? What is the difference between a money market and a money market fund? They...
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Long-Term Capital Gains Tax Strategies
May 1, 2023
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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