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Douglass Investment Services

Douglass Investment Services

13575 58th St. N., Ste. 189
Clearwater FL 33760-3721
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Phone: 727-538-7788

Alan Roof" Douglass


We work personally with our clients to discuss specific financial needs.  Our goal is to assist you in developing a portfolio to help address your lifelong financial needs. By actively working with you to address your financial future, we foster a close relationship with our clientel; as opposed to being lost by other larger firms.

 Our business caters to all types of investors, from the little guy who is tired of trying to do it on his own to the business owner whose employees are asking for 401K's and other benefits.

 Some of the areas where we can help include:

  • IRA's
  • Small Business Retirement Plans
  • Tax Advantaged Investment Strategies
  • Financial Portfolio Review
  • Stocks, Bonds, Mutual Funds, Annuities

The Price of Procrastination

Can You Afford to Wait?

Does this sound familiar?

"Retirement is still a long way off.  There's plenty of time to save for it."

"We have too many expenses right now to put aside anything."

"I'll get around to saving .....sooner or later."

Procrastinating about starting a retirement savings program is easy. But it can also be very costly.

Talk to A Financial Executive

It's time, not timing, that counts when it comes to your investment goals.  I can help provide an investment analysis to address your needs --- as well as your budget.  I have helped clients through many diverse markets.  Our goal is to bring our customers insiteful investment solutions delivered through a wide variety of quality vehicles. Successful investors always start with their financial executive.

Alan "Roof" Douglass

Education, training, and experience you can have confidence in, is what you deserve.

"As a financial executive who has passed rigorous testing, you can be sure that I have the education and experience necessary to help you address your goals. As an experienced professional with over 15 years in my field, I possess the skill and confidence to provide the appropriate guidance to address the specific needs of every individual."

Hometown: Glencoe, Illinois

BS: Political Science, Monmouth College, Monmouth, IL
(Private Liberal Arts Presbyterian College)

Thomas Cooley Law School, Lansing, MI

Graduate: College of Financial Planning, Denver, CO

Holds current licenses for Series 7, Series 63, Series 24, Life, Health and Annuities.

Continuing Education means more knowledgeable care

"My constant participation in professional seminars allows me many opportunities to learn about the opportunities available in investment services."

Personalized Services comes from Individual Attention

"One of my primary focuses is always to nurture a real relationship with every client I assist.   I get to    know them, to understand their wants and desires. I believe  that individualized analysis is of the utmost importance, and achieving that starts with conversation, understanding, and natural rapport.  From there, I can deliver focused, individualized financial analysis for any client."

Community Involvements: Founding Father of the "13 Ugly Men" a not-for profit charitable organization in Tampa Bay, 12 year violinist with the Tampa Bay Symphony, Member of Tampa Bay British Car Club, President of Georgetown Community Homeowner's Association in Safety Harbor, Fl.

Hobbies: One of my true passions in life is flying.  I am a Certified IFR Pilot and an accomplished sailor.  I also  enjoy tinkering with my 1980 British Car, a Triumph Spitfire that I bought brand new when I was in college.

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