Doug Harkins, CFP®

 

Senior associate, investment management

 

The short version bio on Doug is that he is a devoted wealth advisory professional.

Doug embodies the kind of non-judgmental curiosity that we Nucleotides are naturally drawn to, and even better, he leans into his talent to serve others with an unblinking commitment to preeminence.

We are very pleased that since Doug joined Nucleus Advisors in 2022, his devotion to learning and leading has been put to great use every day—as he serves our amazing clients, alongside his NexGen teammates.

After graduating from the University of San Diego with a B.B.A. in Finance, Doug spent 8 years at Merrill as a Client Service Associate. At Merrill, Doug played a critical role in servicing client needs and portfolio implementation. Doug is a CERTIFIED FINANCIAL PLANNER® and holds both the Series 7 and 66 licenses.

Of the five key characteristics of that help define Nucleus’ culture—depth, direction, connection, curiosity and withness®—Doug most lives curiosity and most embraces connection. You will discover that Doug enjoys forming connections with you and his colleagues by asking questions. He is curious about most things, but mostly cares about people’s backgrounds, goals and missions.

Doug and his fiancée, Kelly, are a Tribeca team with great plans for this year! Nothing keeps them down, nor away from enjoying embracing all that New York has to offer, from new restaurants to visiting Central Park.