Doug Bolles, CAP® focuses in the following client markets or areas of practice:

• Business Owners & Executives
• Professionals 
• Inherited Wealth

 

Planning Specialties

Doug is a Chartered Advisor in Philanthropy® and Partner at WorthPointe, LLC. With decades of advisory and wealth management experience, he helps his clients fully harness their resources to achieve what they value most highly. His experience working with diverse clients has taught him that smart moves and careful planning can equip them to accomplish even more than they thought possible.

Doug is passionate about putting clients first and helping them maximize the impact of their charitable giving, as reflected by his CAP designation. It's about more than giving; it’s about giving well. He has 35 years of banking experience, most recently as Executive Vice President and Chief Investment Officer of Southside Bank Wealth Management.

Doug is a graduate of Bowdoin College, the New England School of Banking at Williams College, the ABA Wealth Management School at Emory University and the Texas Trust School at SMU. 

 

Additional Information

Committed to giving back to his community, Doug has served as board chair for the East Texas Communities Foundation, United Way of Smith County, The Hospice of East Texas Foundation, Encouragement FM Christian Radio and The Camp Tyler Foundation. He currently serves on the boards of HOPE International and the East Texas Estate Planning Council. He is also active in his church.

Doug and his wife, Gwen, live on Lake Palestine, where their goal is to maximize time with family on the water. They have three amazing sons and two equally amazing daughters-in-law — and three perfect grandchildren.