Douglas E Twohill
Wealth Management Advisor
Senior Vice President-Wealth Management
101 NORTH CLEMATIS STREET
WEST PALM BEACH, FL 33401
Phone: (561) 514-4867Email:
We believe that our success is based directly on the success of clients. We will achieve our financial goals for ourselves, our families, and our communities by partnering with clients to help them achieve their goals for themselves, their families, and their communities.Our practice focuses on helping financially successful families work through the major issues in their lives, including securing their desired retirement lifestyle, applying sound investment principles, giving to causes that are important to them, and leaving a legacy to their heirs.
Doug has served as a Financial Advisor with Merrill Lynch since 1980. Doug advises approximately 150 families who have entrusted over $240 million as of December 2013 with Merrill Lynch.His professional credentials include: Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., Wealth Management Advisor, Portfolio Manager in the Personal Investment Advisory®, Program, Chartered Advisor in Philanthropy®. Doug has earned his M.B.A. in Investments from Hofstra Univerity.
Douglas Twohill is registered to do business in:AZ, CA, CO, CT, DE, FL, GA, ID, MA, MD, NC, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer, Member FINRA and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.