Steven Douglas, CPA/PFS

Steven Douglas, CPA/PFS

Certified Public Accountant / Personal Financial Specialist

Phone: (610) 459-1445
Fax: Available upon request
Mobile Phone: (484) 459-4002
E-mail:
 

 

Steve Douglas grew up and has lived in the greater West Chester area his entire life. He is CEO of Brandywine Valley Wealth Advisors, LLC.
 
Steve is a graduate of Drexel University and during his more than 40 years in public accounting, has concentrated his practice in the areas of tax and financial services to individuals and small business owners. He has extensive experience in estate planning and has served as President of the Chester County Estate Planning Council. Steve has earned the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.   He holds a series 7 securities license and is also insurance licensed. He is a registered representative of Avantax Investment ServicesSM and an investment advisor representative of Avantax Advisory ServicesSM
 
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Believing that giving back to the community is important, Steve is a member and past president of The Exchange Club of West Chester, a founding board member and past president of the Exchange Club Center for the Prevention of Child Abuse of Chester County, and a Past National President of The National Exchange Club. The Exchange Club is a community service organization whose national project is the prevention of child abuse. Steve currently serves on the board of Family Service of Chester County as treasurer.
 
During his free time, Steve enjoys golf, travel and cooking. He and his wife, Jill, have three daughters, two granddaughters and a grandson.
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Check the background of this financial professional on FINRA's BrokerCheck