Douglas Mitchell
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Douglas Mitchell Email & Phone Number

Financial Advisor: Helping people make the most important financial decisions of their lives. at Symmetry Financial Solutions
Location: Austin, Texas, United States 10 work roles 3 schools
1 work email found @ft.newyorklife.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
Financial Advisor: Helping people make the most important financial decisions of their lives.
Location
Austin, Texas, United States
Company size

Who is Douglas Mitchell? Overview

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Quick answer

Douglas Mitchell is listed as Financial Advisor: Helping people make the most important financial decisions of their lives. at Symmetry Financial Solutions, a with 27 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at ft.newyorklife.com and a matched LinkedIn profile for Douglas Mitchell.

Douglas Mitchell previously worked as Financial Advisor at Symmetry Financial Solutions and Financial Advisor at Austin Telco Retirement & Investment Services. Douglas Mitchell holds Bachelor Of Science, Floriculture from Texas A&M University.

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Email format at Symmetry Financial Solutions

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*@ft.newyorklife.com
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Profile bio

About Douglas Mitchell

I help individuals and families pursue their financial goals by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with appropriate help for their unique circumstances. As a financial advisor, I want to improve the lives of my clients. I became a financial professional in 2011 after working for 11 years in the Publishing industry and 11 years in the Healthcare Industry. Both of those gave me a distinctive outlook on our world and motivated me to help others plan for life and their future. I am FINRA Registered and can provide assistance with life insurance, retirement planning, lifetime income strategies, and securities. In my spare time, I enjoy investing in my family — there’s no better investment than that! I have enjoyed volunteering at Austin Job Seekers Network and the Leander Chamber of Commerce. I also enjoy live music. Douglas Mitchell is a financial advisor with Symmetry Financial Solutions, and securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc.. Symmetry Financial Solutions and Osaic Wealth, Inc. are separate entities. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered.

Listed skills include Strategy, 401K Rollovers, Roth Ira, Insurance, and 46 others.

Current workplace

Douglas Mitchell's current company

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Symmetry Financial Solutions
Symmetry Financial Solutions
Financial Advisor: Helping people make the most important financial decisions of their lives.
san antonio, texas, united states
Website
Employees
27
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10 roles · 39 years

Douglas Mitchell work experience

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Financial Advisor

Austin Telco Retirement & Investment Services

11149 Research Blvd, Suite 300 Austin, Tx 78757

Feb 2013 - May 2023

Financial Services Professional

6200 Bridgepoint Parkway, Suite 300, Austin, Tx 78730

I was an agent licensed to sell insurance through New York Life Insurance Company and financial products through NYLIFE Securities LLC, Member FINRA/SIPC and was licensed with various other independent unaffiliated insurance companies in the state of Texas

Jun 2011 - Feb 2013

National Sales Manager

Mary Ann Liebert, Inc

Sales and Marketing of Medical, Biomedical, and Legal journals and books into Academic, Corporate, Not-for-profit, and Society Markets. In addition to growing a 1 million dollar territory, created marketing strategies and sales through social networking which increased pay-per-view sales by 400%. Managed agents in Mexico. Improved sales and renewal workflows saving time and improving profitability. Created new products for the philanthropic product section. Developed new markets through tradeshow management and attendance. Implemented electronic marketing in the form of email-blitzes to help close international consortia deals. Installed and administered Salesforce.com.

Oct 2007 - Jan 2011

Sales Manager

Independent Representative for Medical and Biomedical publishers who wanted to start up or outsource a sales force in North America. Represented The Royal Society of Medicine and Future Science Group. Both publishers, based in the UK, valued of having a full time representatives in North America. Called on all Corporate and Academic market segments.

Jan 2007 - Sep 2007

Account Manager

Sales of Electronic Scientific Journals, Databases via Web Platforms. Called on Chemical and Power/Utility companies in the US and Canada.

Dec 2005 - Jan 2007

Key/Global Account Manager

Sales of specialized intellectual property software and databases to R&D, Competitive Intelligence, Intellectual Capital Management, and Legal Departments of major corporations. Key/Global Accounts called on 3M, Abbott Laboratories, Alcon Laboratories, Ashland, AstraZeneca, Baxter International, Cargill, Dow, DuPont, Eastman Chemical, Procter & Gamble, and more on a global basis. Responsibility for over $7.5 million in renewable subscriptions. In January 2005, Inducted into the 1st Annual Presidents Club for sales achievement.

Jul 2000 - Dec 2005

Healthcare Account Manager

Medical Manager Pcn Inc.

Responsible for the sales of physician practice management systems in the central Texas area. Starting in mid September 1999 learned a new product and sold 5 systems in the 4th quarter of 1999. The first quarter of 2000, sold 10 systems. April 1, 2000 PCN merged with Medical Manager.

Sep 1999 - Jul 2000

Account Manager

Responsible for the development and growth of physician office and surgical center accounts in the coastal bend of Texas. Sales and distribution of products from over 3500 companies. Average daily sales were $3200+. This was up from $600 per day when started. During FY ’99, grew business by 18%, averaging 3 new accounts per month.

Jan 1995 - Sep 1999

Territory Manager Pediatric Nutritional And Pharmaceutical Sales

Responsible for sales of pharmaceutical and nutritional products to Pediatricians, Obstetricians, General Practitioners, and Hospitals. During this time took nutritional product market share from 28% to 67%. Took Survanta, a lung surfactant, to 100% market share in 1992 through innovative marketing by making myself available 24 hours a day to the hospitals with the use of a personal beeper. Promoted to District Sales Trainer - 1993. Ranked number one sales representative in Texas/Oklahoma region in the second quarter 1994.Regional Award: Rookie of the Year 1989District Awards: #1 Peer Ranking Leader, #1 Total Pharmaceutical Sales, #1 Total Percent Increase Births, #1 Total Percent Increase Pharmaceutical Sales.

1988 - 1994 ~6 yrs
Team & coworkers

Colleagues at Symmetry Financial Solutions

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3 education records

Douglas Mitchell education

Advanced Selling, Negotiation, Strategic Account Development

Continuing Education

∞ Effective Negotiating Karrass Inc ∞ SPIN Selling Huthwaite, Inc. ∞ Account Development Strategies Learning International ∞ Selling.

Education record

Spring Hs
FAQ

Frequently asked questions about Douglas Mitchell

Quick answers generated from the profile data available on this page.

What company does Douglas Mitchell work for?

Douglas Mitchell works for Symmetry Financial Solutions.

What is Douglas Mitchell's role at Symmetry Financial Solutions?

Douglas Mitchell is listed as Financial Advisor: Helping people make the most important financial decisions of their lives. at Symmetry Financial Solutions.

What is Douglas Mitchell's email address?

AeroLeads has found 1 work email signal at @ft.newyorklife.com for Douglas Mitchell at Symmetry Financial Solutions.

Where is Douglas Mitchell based?

Douglas Mitchell is based in Austin, Texas, United States while working with Symmetry Financial Solutions.

What companies has Douglas Mitchell worked for?

Douglas Mitchell has worked for Symmetry Financial Solutions, Austin Telco Retirement & Investment Services, New York Life Insurance Company, Mary Ann Liebert, Inc, and Accucoms.

Who are Douglas Mitchell's colleagues at Symmetry Financial Solutions?

Douglas Mitchell's colleagues at Symmetry Financial Solutions include Chase Mcpheeters, Barbara Bruce, Shelley Vick, Cory Jacobi, and Ryan Mcdaniel.

How can I contact Douglas Mitchell?

You can use AeroLeads to view verified contact signals for Douglas Mitchell at Symmetry Financial Solutions, including work email, phone, and LinkedIn data when available.

What schools did Douglas Mitchell attend?

Douglas Mitchell holds Bachelor Of Science, Floriculture from Texas A&M University.

What skills is Douglas Mitchell known for?

Douglas Mitchell is listed with skills including Strategy, 401K Rollovers, Roth Ira, Insurance, Term Life Insurance, Retirement Planning, Whole Life, and Fixed Annuities.

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