Douglas R. Aldridge, Jr., CFP®
President

Douglas R. Aldridge Jr., CFP® is the President of the Aldridge Private Wealth Management Group. In his role as team leader, Doug is responsible for key client relationships with a special focus on affluent families, foundations, and institutions. As a certified PIM Portfolio Manager and CERTIFIED FINANCIAL PLANNER® professional, he provides a broad array of wealth management and financial strategies. The industry has taken notice - Doug has been recognized by Forbes as one of the Forbes Best-in-State Wealth Advisors in 2019, 2021, 2022 and 2025.

When Doug was a Managing Director of Investments with Wells Fargo Advisors, he and his team of 14 years sensed there was a better way. They came together with Doug to pioneer Aldridge Private Wealth Management Group to provide a standard in service for their clients that is second-to-none. Doug himself has over 20 years’ experience in financial services, working at a variety of places like Morgan Stanley, the floor of the NYSE, and a boutique Estate Planning firm located overseas. He graduated with Honors from Washington & Lee University with degrees in Spanish & Economics, as well as an MBA from Emory.  

Having been born and raised in Atlanta, Doug and his wife Grace are thrilled to be raising their six amazing children on their farm, the Wild Fern Ranch in Chattahoochee Hills, GA. When you see Doug, ask how the numerous animals and over 1,000 organic blueberry bushes are doing! Doug & Grace stay busy keeping up with their kids, involved at their schools, sports, barrel races and ballet/dance recitals. They are members of Southside Church in Newnan and Chatt Hills, where Doug has started & led multiple small ministry groups. 

Hands down, Doug and his wife are most passionate about children. Whether it’s through foster care, adoption, or education, they’ve served the Safe Families division of Bethany Christian Services and Families First over the years. Doug is on the boards of Families First (Georgia’s leading non-profit family service agency), and Wild Fern Ranch (formerly Serenbe Stables), a like-minded non-profit in Chattahoochee Hills, GA that utilizes Equine Assisted Learning to help special needs and underprivileged children. To better serve children from all backgrounds, Doug is fluent in Spanish. 

In 2022, Doug was honored to be appointed by the Governor to serve on the Board of Regents for the University System of Georgia. In this role, Doug is excited to further invest in the youth of the State of Georgia through the higher education system. In 2024 he once again tapped by the Governor, this time to serve on the Board of the Department of Human Services for the state of Georgia.               

 ALDRIDGE PRIVATE WEALTH MANAGEMENT GROUP NAMED AS A FORBES 2025 BEST-IN-STATE WEALTH MANAGEMENT TEAMS: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

 Full list of winners: https://www.forbes.com/lists/wealth-management-teams-best-in-state

ALDRIDGE PRIVATE WEALTH MANAGEMENT GROUP NAMED AS A FORBES 2023 BEST-IN-STATE WEALTH MANAGEMENT TEAMS: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

DOUGLAS ALDRIDGE NAMED AS A 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 For Best-In-State Wealth Advisors: See full list of winners: www.forbes.com/lists/best-in-state-wealth-advisors
 
DOUGLAS ALDRIDGE NAMED AS A 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

DOUGLAS ALDRIDGE NAMED AS A 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

DOUGLAS ALDRIDGE NAMED AS A 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

This accolade represents a list of professionals that come to work with one goal on their mind – helping their clients succeed.

Doug has 20 years of experience in the financial services industry. He holds a B.A. in Spanish and Economics from Washington & Lee University, and a M.B.A. in Finance from Emory University’s Goizueta Business School, where he earned the distinction of Beta Gamma Sigma.  He is also a certified PIM Portfolio Manager and earned his CERTIFIED FINANCIAL PLANNER® designation in 2007.

DOUGLAS ALDRIDGE NAMED TO THE 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

With a career spanning over two decades in the financial services industry, Scott Duke stands out as a model of operational excellence and strategic leadership.  His early career saw swift advancement through various roles, including his most recent role, Trade Operations Manager, at The Strategic Financial Alliance (SFA), a boutique broker-dealer based in Atlanta, GA. Under his leadership at SFA, Scott developed and fostered a team of service excellence. As the Chief Operating Officer of Aldridge Private Wealth Management Group, Scott is responsible for implementing efficient operational processes that help to streamline the business with the end goal of improving client satisfaction and service.  Scott prides himself on his work ethic and disciplined approach to the business and endeavors to enhance productivity for the whole team and our clients by optimizing operations and taking a “white glove service” approach to client service.

Scott’s approach to operations is deeply rooted in his belief in data-driven decision-making and putting the client at the center of everything that we do.  He is deeply committed to keeping up with industry trends to ensure that the Aldridge Private Wealth Management Group not only adapts to but stays ahead of a rapidly evolving industry. Beyond his professional achievements, Scott is dedicated to continuous learning and professional development, frequently participating in industry conferences and leadership workshops. His commitment to excellence is not just a professional mantra but a personal philosophy that guides his approach to leadership and operations management. Scott graduated from The University of Memphis with a Bachelor of Arts and Sciences degree. Scott has an active Series 7 & Series 24 FINRA registrations. Scott is a fitness enthusiast and enjoys weightlifting in his spare time. He also enjoys spending time with his godson, Nicholas.

Justin Dent is a Financial Consultant with Aldridge Private Wealth Management team, where he exemplifies a steadfast commitment to excellence, strategic foresight, and a deeply rooted client-first philosophy. With nearly two decades of experience in the financial services industry, Justin has cultivated a reputation for delivering personalized, results-driven wealth management solutions tailored to the unique needs of high-net-worth individuals and families. His approach is grounded in long-term relationship building, thoughtful planning, and a deep understanding of the complexities of modern financial landscapes.

Justin began his career in 2006 as an intern with Smith Barney, predecessor to Morgan Stanley, and went on to build an 18-year tenure with the firm. During his tenure, he served in Morgan Stanley’s boutique Private Wealth Management division, where he honed his expertise over 14 years in portfolio management, investment analysis, and client relationship development. His work involved crafting sophisticated investment strategies and navigating complex financial scenarios, always with a focus on aligning portfolios with clients’ long-term objectives. His specialties include Custom Portfolio Management, Alternative Investments, and Tax & Estate Planning Strategies - areas where his insight and precision have consistently added value.

A native of Macon, Georgia, Justin relocated to Atlanta in 2008 and has since become an active member of the community. He earned his Bachelor of Business Administration in Finance from Valdosta State University, graduating with honors. Today, he resides in the vibrant Morningside neighborhood with his wife, Marlee, and their two children. The family enjoys exploring new destinations together, and Justin finds joy in traveling, reading, and staying active through regular exercise.

Kassi Lee is financial and operations professional with experience spanning business operations, financial oversight, and client service. Throughout her career, she has supported high-net-worth families, business leaders, and professional athletes, and is known for her attention to detail, calm presence, and commitment to exceptional client care.

Prior to joining Aldridge Private Wealth Management Group, Kassi served as a Controller for a luxury technology and security firm, where she managed financial operations for high-net-worth clients and partnered closely with leadership to ensure accuracy, transparency, and trusted service. She previously held leadership roles at Sports Trust Advisors, including Chief Operations Officer and Director of Client Services, supporting professional athletes and their families through complex financial coordination and personalized service.

Earlier in her career, Kassi worked in collegiate football and recruiting operations at Georgia Southern University, the United States Military Academy at West Point (Army Football), and the Georgia Institute of Technology, where she developed a strong foundation in organization, teamwork, and supporting individuals during high-pressure transitions.

A former Division I cross-country and track athlete at Georgia Southern University, Kassi brings discipline, consistency, and resilience to her work. She holds an MBA from Georgia Southern University and is deeply passionate about personal growth, mental wellness, and helping others feel supported both financially and personally. Outside of work, she enjoys strength training, breathwork practices, and creative writing, with aspirations of becoming an author. Above all, Kassi strives to lead with kindness and compassion—values passed down from her grandmothers that continue to guide her relationships with clients and colleagues alike.