posted on June 5th 2020 in WorthPointe News with 0 Comments /

We are pleased to welcome Doug Bolles to the WorthPointe team. Doug brings years of experience and a commitment to client service to our firm. He’s a natural fit for WorthPointe, and we look forward to you getting to know him, too. 

Tell us a little about yourself.
I’ve lived in East Texas for about 18 years. My wife, Gwen, and I have three sons, two daughters-in-law, and three grandchildren. We both grew up spending a lot of time on the water, so we built a house on Lake Palestine a few years ago as our year-round home. We love the lake life — but our real goal is to draw our sons and their families home for visits. 

Where are you coming to WorthPointe from?

I was Executive Vice President at Southside Bank Wealth Management & Trust, helping clients plan and secure their legacies. 

What drew you to WorthPointe initially?

I had firsthand knowledge of the firm over the years, and was attracted to WorthPointe’s singular focus on partnering with clients to help them achieve their goals.

So what made you decide to make the leap?
Relationships. That’s what life is really all about. And that’s what my work is about. I’m really excited to be able to serve my clients in a fee-only, fiduciary environment where their needs come first.  

What are you hoping to bring to the WorthPointe team? 

I’ve been so impressed with the caliber of talent this firm possesses and the wide range of expertise it brings to the table. I hope to add to that by bringing my own experience and knowledge, including my CAP® (Chartered Advisor in Philanthropy®) designation.

What exactly is a Chartered Advisor in Philanthropy?
As the name implies, we can help our clients give well. We serve them as they seek to serve their communities and the world. We help them maximize their giving and make sound financial choices that support their legacy. 

Anything else we should know about you?

As I mentioned, life really is all about people. Giving back deeply matters to me, whether by serving in my church or on various community boards, such as the East Texas Communities Foundation.. 

To me, a perfect day is spending time with family out on Lake Palestine or working with clients who want to serve others with their resources. I’m thrilled to be in a place where I can do more of both.

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