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Doug Bonaquist - Chicago Office | Financial Advisor

Profile img for Doug Bonaquist, financial advisor at Cerity Partners
Chicago, IL
Doug Bonaquist - Chicago Office
Financial Advisor
Partner at
Cerity Partners

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Doug Bonaquist is a Partner at Cerity Partners, where he helps prospective clients thoughtfully evaluate and select the services and financial counselors best suited to meet their needs. With more than 30 years of experience in the financial services industry, Doug brings a deep understanding of wealth management and corporate financial planning. Before joining Cerity Partners, Doug held several leadership roles at UBS Financial Services, including Head of Corporate Client Development and Financial Advisor to senior corporate executives. Prior to UBS, he served as Vice President of National Sales and Marketing at Ayco, a Goldman Sachs Company, where he oversaw a wide range of public and private corporate relationships. Doug holds several professional licenses, including the Series 7, 63, and 66 securities licenses, as well as a Life and Health Insurance license. Outside of work, Doug and his wife enjoy an active lifestyle that includes traveling, hiking, biking, boating, and snow skiing. They are proud parents of two adult daughters.
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Specialties and Expertise

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Tax Minimization Investment Strategies
Portfolio Construction
Wealth Accumulation and Preservation Strategies
Business Ownership Strategies
High Net Worth Planning
Retirement Income

Clientele

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Business Owners
Corporate Executives
High Net Worth Individuals
Ultra High Net Worth Individuals
Retirees
Inheritors

Credentials and Designations

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Certified Financial Plannerâ„¢

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Chartered Financial Analyst®

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Certified Public Accountant

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Master of Business Administration

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Juris Doctor

Education

1
Year Obtained: N/A
Quick Facts About Doug
Years of Experience:25 yearsMember since:2025Average Account Size:$1,000,000

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Retirement Planning

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Financial Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Profile last updated: 07-18-2025