Douglas Coe, CFP®
Helping clients achieve the retirement they deserve.
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Connect Wealth
Douglas Coe, CFP®
Annapolis, MD
Serving Clients Nationwide
Helping clients achieve the retirement they deserve.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Douglas Coe's approach to planning is anchored in his desire to initiate a friendship to get to know you and your specific goals. This enables him to efficiently serve as a guide on your wealth planning journey.In 2008, Doug began his career as a financial advisor at AIG and brings more than 15 years of wealth planning experience to the team at Connect Wealth. Prior to working in wealth management, Doug spent two years working in the oil and gas industry.
Doug earned a bachelor’s degree in history from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Doug lives in Annapolis, Maryland, with his wife, Deeann, and their five children. In his free time, he likes to play tennis with his daughters and wife, golf with his sons and surf whenever he gets the chance.
Fun Fact: Doug has recently taken up scarf collecting.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
888 Bestgate Rd, Suite 419 Annapolis, MD 21401
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a time for us to chat. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Connect Wealth, our goal is to help clients simplify their financial lives so they can focus on what is important.We work with you to help create solutions for your wealth so your finances can become a source of empowerment, instead of point of anxiety and stress in your life.
Our core values to help you accomplish this:
1. Authenticity: Authenticity is paramount for us at Connect Wealth, reflecting our dedication to genuine, personalized interactions that foster deep client relationships based on mutual understanding and sincerity.
2. Trust: We believe trust is the cornerstone of every successful partnership, underpinning our unwavering commitment to transparency, ethical practices, and accountability in managing our clients’ financial affairs.
3. Friendship: For us, friendship extends beyond mere professionalism; it embodies our ethos of building lasting, supportive relationships with each other and with our clients, rooted in empathy, loyalty, and a shared commitment to financial well-being.
Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Connect Wealth and MPS are separate entities. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Education
Wake Forest University, Bachelor's degree, History
Hobbies and Interests
- Family
- Golf
- Surfing
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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