Our Team

Doug serves as a CERTIFIED FINANCIAL PLANNER™ professional at Grandview Partners™, an independent financial planning and investment management firm. He has more than 14 years of experience in the financial services industry and focuses on providing sophisticated wealth planning and investment management strategies to affluent families, executives, and small institutions. His goal is to use his broad experience to help his clients maintain their lifestyles throughout their retirement years, with thoughtful and prudent planning.

As a company of independent financial professionals, the Grandview team works together to ensure the success and financial confidence for all its clients. It takes an integrated approach to wealth management by offering a comprehensive array of financial services. It also works closely in tandem with your attorneys, accountants, and any of your other advisors to ensure that the suggestions you are given align with all of your goals.

Doug grew up on the South Shore of Boston. He graduated in 2002 from Bentley University with a finance degree and went on to pursue his certificate in financial planning at Boston University. He started his career in the financial industry in 2001 with Northwestern Mutual/Robert W. Baird, Inc. In 2008, he decided to join Commonwealth Financial Network^®. His goal was to enhance his existing full-service wealth management model and deliver it in a more highly personalized way. To become independent from any institution and to have a more intimate and less corporate "client experience" was the achieved objective.

Doug holds FINRA Series 6, 7, 26, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®.  In 2009, he earned the CERTIFIED FINANCIAL PLANNER^TM certification, which is recognized as the highest standard in personal financial planning. Although many professionals may call themselves “financial planners,” CFP® professionals like Doug have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Doug enjoys spending time with his wife, Lisa, and their two young boys, Dean and Drew. The Mavilias reside in Hanover, Massachusetts, and enjoy spending their free time near the water. When Doug is not chasing around his two boys, he enjoys sports, live music, and is an avid car enthusiast. Doug is also an active member of the Larz Anderson Auto Museum.

Recent Honors

• Doug was named a Five Star Wealth Manager by Boston Magazine for each of the past six years.¹
• Doug was named to Forbes’  Top 500 Next-Generation Wealth Advisors list for 2017.²
• Doug was named to Forbes’  Top 1000 Next-Generation Wealth Advisors list for 2018.³

¹ Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.

² The 2017 ranking of Forbes’ Top 500 Next Generation Wealth Advisors¹ recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,356 advisors were considered, and 500 (21 percent of candidates) were recognized. Click here for the full methodology² that Forbes developed in partnership with SHOOK Research.

¹This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

²Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

³The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors¹ recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology² that Forbes developed in partnership with SHOOK Research.

¹This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

²Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.