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6536 East Hillsborough Avenue, STIS09, Tampa, FL 33610

(866) 300-9382
Invest@SuncoastCreditUnion.com
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Doug Burt, CRPC®, CFP®, CFS

Doug Burt, CRPC®, CFP®, CFS

Senior Wealth Advisor

813-656-6228

813-773-1969

doug.burt@suncoastcreditunion.com

CRPC conferred by College for Financial Planning.

ABOUT
With over 24 years of experience in financial services, I have provided individuals, families, and business owners with the confidence to understand and adapt to their unique, complex financial situations. As your partner and guide, I will utilize my vast resources and experiences to help bring certainty as we build wealth potential and work towards financial freedom.

QUALIFICATIONS

  • Manager, T. Rowe Price Group (2001-2006)
  • Trader, Charles Schwab, Inc (2000-2001)
  • Holds FINRA Series 7, 63 with LPL Financial
  • Holds Florida life & health insurance licenses

EDUCATION
Graduated from Florida Southern College with a B.S. in Business and Sports with a degree in Business Marketing and Sports Management.

PERSONAL
I spend most of my time with my family in Polk County, FL. I enjoy golf, swimming, and biking. I am involved with volunteering for Lakeland Christian School and Lakes Church.

 
 
 
 
 
 
 
 

Contact

Office: (866) 300-9382

6536 East Hillsborough Avenue

ADM2-1-WM

Tampa, FL 33610

Invest@SuncoastCreditUnion.com

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