Doug embarked on his journey in the financial services industry in 2012, following a brief stint in the non-profit sector. In 2018, he found his professional home at uFinancial Group, drawn by their focus on financial planning and his aspiration to serve the local community where he resides.
Driven by his passion to empower his clients, Doug strives to bring clarity and simplicity to their financial landscapes, regardless of their life stage. His approach is rooted in aligning his clients’ values with their finances, enabling them to dedicate their time to what truly matters in their lives, secure in the knowledge that their financial affairs echo their priorities.
Doug is proud to be a Certified Financial Planner™ (CFP®) certificant and Chartered Financial Consultant (ChFC®) designee. Doug shares his life with his wife, Laurie, and their three beautiful daughters: Rose, Reese, and Drue. When he isn’t immersed in his client work, Doug can often be found at local events with his family or, whenever the opportunity arises, honing his skills on the golf course.
Doug is an alumnus of Elon University in Elon, NC, and Unionville High School in Kennett Square, PA.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
J. Douglas Palic is a registered representative of and offers securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC [www.SIPC.org] Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. (717) 791-3300.
