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Doug Peterson, CFPĀ®

Senior Manager, Financial Planning

Doug is the Senior Manager of Financial Planning at Adams Wealth Advisors and has been with the firm since 2020. He oversees planning processes, facilitates collaboration across departments, and provides comprehensive planning techniques for AWA clients.

Doug spent several years with Fidelity investments as a High Net Worth associate before transitioning into a Retirement specialist role in which he helped small business owners and self-employed individuals establish and manage their business retirement plans. Since then, he has worked at other financial firms across the Wasatch front, enabling him to bring additional perspective and experience from across the financial industry to AWA.

Doug, his wife, his son and his daughter are all USU Aggies fans through and through. They enjoy spending time fishing, camping, hunting, gardening, and attending sporting events together.

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