Douglas Phillips
Partner / Financial Advisor
douglas.phillips@ceterainvestors.com
Douglas graduated from the Robert H. Smith School of Business at the University of Maryland, with a degree in Finance in 2006. With over 15 years of financial planning expertise, Doug understands the nuances of the various planning...
Douglas Lake
Partner / Investment Advisor
douglas.lake@ceterainvestors.com
Douglas ran track and field at the University of Buffalo and graduated with a BA in Political Science in 1974. Doug worked for Madison Square Garden Corporation for over a decade before he transitioned his career to financial...
Ava Freeman
Sales Assistant
Ava, originally from Woodbridge, NJ, now resides in Rahway, NJ. Ave worked for First Investors and subsequently Foresters Financial for over 15 years. She has had many roles, working as a customer service representative...
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.