Michael Douglas
CLU®, ChFC®, CFP®
American College of Finance—Chartered Financial Consultant®
American College of Finance—Certified Financial Planner™
American College of Finance—Chartered Life Underwriter®
Series 6, 7, 63, 66 and life & health insurance licenses.
Michael specializes in guiding physicians throughout their careers: from residency and fellowship to retirement. He educates clients how to take control of their debt, maximize tax shelters and optimize insurance coverage. Michael’s methodical, step-by-step approach, empowers physicians to better understand their financial options and make informed decisions.
Prior to founding the BattDouglas Financial Group, Michael built a successful business in the financial industry working for Morgan Stanley. A decade later, he joined New York Life where he developed a passion for strategies in risk manage-ment. His past work experience provides a unique understanding of both investments and insurance which is vital for today’s ever-changing economic environment.
When Michael is away from the office, he enjoys spending time with his wife, Carolyn, and daughter Avery. Michael has a passion for athletics, coaching his daughter’s basketball team and travel. Life Is meant to be lived! True financial planning balances fun, family & future.
Miami University—Bachelor of Science
What is a CFP (Certified Financial Planner)?
E-mail: michael@battdouglas.com