PARTNER, PRIVATE WEALTH ADVISOR
Rob Douglas is one of the founders and partners of Legacy Wealth Partners, LLC.
Practicing in financial services since 2003, Rob provides comprehensive financial planning and investment management for individuals and business owners. Having spent the first seven years of his career as a pilot for United Airlines, he works with many airline employees and utilizes that experience to help his clients understand how all of the retirement decisions they make work together.
Rob specializes in working with business owners, retirees and pre-retirees who are serious about achieving their financial goals and are looking for an expert that goes beyond investment management. He encompasses the complicated areas of retirement planning, tax and estate planning, risk management, gifting and education planning into comprehensive, understandable languages.
Rob holds his FINRA Series 7 (General Securities) & Series 66 (Uniformed Combined State Law), Series 24 (General Securities Principal) licenses and is licensed in Life, Accident, Health and Disability. Rob earned his bachelor’s degree in aviation from Metropolitan State University of Denver.
Rob lives with his two daughters in Parker, Colorado. One of Rob’s favorite pastimes is golfing — he is a member of Colorado Golf Club in Parker. He also enjoys playing ice hockey, attending local music and sporting events and traveling throughout the year as well.