Doug Price Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils

Friday, August 31, 2018 |

Doug Price Named an ACCREDITED ESTATE PLANNER® Designee

by the National Association of Estate Planners & Councils on August 17, 2018

Shaker Heights, Ohio – Doug Price is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).  He is with Capital Advisors, Ltd. in Shaker Heights, Ohio.

Doug Price
Doug Price

With over 20 years of banking, insurance, trust, investment and financial planning experience, Doug knows the importance communication plays in the financial services industry. His clients value his quick follow through and the open line of communication he fosters. Before joining Capital Advisors, Ltd in 2008, Doug served as Vice President in Private Client Services at a regional Cleveland bank where he primarily managed relationships for investment management and trust clients.

The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to his Certified Financial Planner (CFP®)  certification.

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.  NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.


Associate of Lincoln Investment, Broker/Dealer, member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd. and the above firm are independent and non-affiliated.

The National Association of Estate Planners & Councils is not affilated with The Lincoln Investment Companies. 8/2018

                                                                        

 

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