Douglas Justice

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Atlanta, GA 30326

Credentials

Series 63, Series 65

Industry experience

46 years

About

Douglas Justice is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served as a Financial Advisor since 1979. Throughout his career, he has worked with individuals, families, foundations, associations, and endowments to address retirement and legacy planning, personal retirement planning, family wealth management strategies, and complex financial strategies. As a qualified Portfolio Manager, he designs and manages personalized portfolio strategies that may include individual securities, Merrill model portfolios, and third-party investments, sometimes managing these strategies on a discretionary basis through the firm’s Investment Advisory Program.

Doug’s disciplined approach centers on asset allocation tailored to one of five investor profiles, enabling clients to simplify complex financial problems and pursue long-term goals. He has developed multigenerational client relationships that extend over three decades, focusing on legacy planning and helping clients enjoy their financial lives while passing on meaningful wealth. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list from 2018 through 2025.

Doug holds a Bachelor’s Degree from the University of Alabama System and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Special Needs Consultant (ChSNC), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is affiliated with the Certified Financial Planner Board of Standards and the Investments & Wealth Institute. Outside of his professional work, Doug volunteers with the Special Olympics of Georgia and has served on nonprofit boards. He and his wife, Mary, have been married for over four decades and have a son, daughter-in-law, and grandchildren.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance

Location

3455 Peachtree Rd Ne

Atlanta, GA 30326

Most active in

Georgia · South Carolina · Texas

Work history

Bank Of America, Na

2009 - Present (17 years)

Merrill

1979 - Present (47 years)

Disclosures

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Business activities & affiliations

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