Douglas A. Rothermich, J.D., is Partner and Wealth Strategist at Fidelis Capital, an advisor-owned wealth management firm dedicated to addressing the complex investment and planning needs of ultra-high-net-worth (UHNW) clients and institutions. He uses his decades of experience addressing the most intricate needs of generational wealth to develop comprehensive plans for clients’ estate, retirement, asset accumulation and long-term planning goals, all of which are fully integrated with the firm’s uniquely customized investment solutions.
Doug previously served as Vice President of Wealth Planning Strategies at TIAA-CREF (now TIAA), where he oversaw wealth transfer, estate and tax planning services and directly advised clients holding over $1 billion in assets. There, he also served as a Director of the TIAA Life Insurance Company and its donor-advised fund, TIAA Charitable. Prior to TIAA, he practiced law at Bryan Cave, LLP, a national and international law firm, where he advised UHNW clients on estate planning and matters involving closely held business interests.
Doug holds a Juris Doctor from St. Louis University School of Law and a Bachelor of Arts in Business Administration with an emphasis in Finance and Economics from the University of Missouri, St. Louis.
Phone: 314-377-5545 | Website: www.fideliscapital.com
LinkedIn: www.linkedin.com/in/douglas-rothermich-jd
