J. Trent Douglas, CFP®

Private Advisor, Managing Director

Trent Douglas is a Private Advisor and Managing Director on Bridgeline Wealth Partners at Rockefeller Global Family Office.

Trent joined the Bridgeline team in 2014 as First Vice President after 13 years experience as a Wealth Management Advisor, Portfolio Manager and Vice President with Merrill Lynch. Trent is a graduate of Clemson University, where he received a B.S. degree in Financial Management. Trent also earned his designation as a Certified Financial PlannerTM , awarded by the Certified Financial Planner Board of Standards.

Trent believes that attaining financial goals for his clients requires a multi-dimensional wealth management strategy that sometimes means going beyond traditional stock and bond portfolios. He says this philosophy attracted him to the Bridgeline Wealth Management team. “At Bridgeline, I am able to combine sophisticated portfolio construction with world-class financial planning tools. This unique approach to each individual client’s success is a winning combination,” says Trent.

When not dedicating his many talents to his career, Trent enjoys playing golf, traveling, staying fit and spending time with his wife, Elizabeth and their two children.