WHEN YOU ACT, YOU GET MORE
Doug English grew up around investments and taxes. As a child, dinnertime discussions often revolved around activities at English Financial Services, the financial planning firm owned and operated by his mother, Shirley, in Upstate New York. Her passion was infectious; consequently, this was the only career choice Doug ever considered. Following in his mother’s footsteps, he went to work in the field of financial planning and obtained his CFP® designation in 1997.
After working for 10 years with South Carolina Federal Credit Union, Doug partnered with LPL Financial and founded Scientific Investors in 2006, pursuing his life’s dream of creating an independent, retirement-focused wealth management firm.
After over 8 years at CUNA Mutual, Wes Johnson, CFP® joined our team in 2013 and brought with him his enthusiasm for investments and financial planning.
In 2014, we became a Registered Investment Adviser (RIA) and ACT Advisors® was founded. With the creation of ACT Advisors®, we are now able to offer our clients more services and options than ever before.
In 2015, Neil Lambert, RFC® joined the ACT Advisors® team servicing clients out of the Charleston office. Associate Wealth Advisor Pat Latta also joined ACT Advisors® in 2015. He services clients out of our Asheville office.
In 2018, ACT Advisors® was happy to welcome Timothy J. Mowrey, CFP® to the team. Tim founded his own Registered Investment Advisor (RIA) firm in 1992 and provides wealth management services to his clients residing in six states. Tim is based in Raleigh, NC.
Financial Advisors Doug English, Pat Latta, and Wes Johnson meet in our Asheville office.
Doug English, CFP® presents our annual outlook seminar to a group of our clients in Charleston, SC.