Andrew Douse, CIMA®

CEO

Phoenix, Arizona, United States8 yrs 1 mo experience

Highly Stable

Key Highlights

Certified Investment Management Analyst® with extensive finance expertise.
Proven track record in personalized wealth management.
Strong background in risk management and investment strategies.

Stackforce AI infers this person is a Wealth Management Professional with expertise in Finance and Investment Management.

Contact

Skills

Core Skills

Investment ManagementRisk ManagementFinance

Other Skills

Modern Portfolio TheoryBehavioral FinancePortfolio constructionInvestment management analysisCustomer Relationship Management (CRM)InvestmentsMicrosoft OfficeMicrosoft ExcelMicrosoft WordPowerPointCustomer ServiceResearchTeamworkPhotoshopSocial Media

About

Prior to joining Buttonwood, Andrew was a Financial Advisor with Raymond James & Associates where he served families, individuals, and business owners and provided them with personalized guidance to navigate the complexities of wealth management. He began his career it the finance industry in 2018 with Merrill Lynch.Andrew holds a bachelor’s degree in biology from Plymouth State University where he was a member of the men’s NCAA Ice Hockey team. He also earned his CIMA® (Certified Investment Management Analyst ®) certification, the highest level of investment education for client-facing advisors. As a Florida native, Andrew relocated to Arizona in 2014. He enjoys grilling and spending time with his wife, Zulma, and his son, Zion.

Experience

Buttonwood capital management

Wealth Manager

Feb 2026 – Present · 1 mo · Scottsdale, AZ

Buttonwood Capital Management is a leading private wealth management firm. For more than 25 years, we have served as trusted advisors to entrepreneurs, executives, and multi-generational families. We deliver customized investment management, comprehensive financial planning, and strategic advice.
At Buttonwood, our purpose is simple: to create enduring value that extends beyond wealth.
Securities offered through LPL Financial, Member FINRA/SIPC.- Investment advice offered through Buttonwood Capital Management, a registered investment advisor and separate entity from LPL financial. For hyperlinks to FINRA and SIPC please refer to the website sections above.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Modern Portfolio TheoryBehavioral FinancePortfolio constructionRisk ManagementInvestment management analysisCustomer Relationship Management (CRM)+2