Doug Vincent Email & Phone Number

Greenbelt, Md, Us

Doug has spent the last 27 years in the Financial Services industry specifically targeting and working with Pre-Retiree’s, Corporate executives, and Small Business owners in the DC Metro area, with a specific focus on Prince Georges County, MD. Doug’s current role as General Agent appointed with the companies of OneAmerica Financial®, is to cast the vision and lead the daily mission for Greater Washington Financial Services team of comprehensive financial professionals. This Team provides holistic financial and strategic planning solutions. Our professionals and Support Staff will be on daily mission to build healthy relationships with the community through a systematic financial planning process. Our approach through individual and group meetings will have a specific emphasis on engaging clients to think about what is important to them. After the discovery, data gathering, and analysis of the client’s profile, prioritized solutions that fit the client’s unique situation will be provided. The Ultimate Goal for the Greater Washington Financial Services Team is to be the “Trusted Advisor” for every client. After implementation, periodic reviews to measure success will solidify our desire for an ongoing relationship.

Greater Washington Financial Services (GWFS) is comprised of a team of financial professionals who provide comprehensive and strategic planning solutions to the community. Our professionals and support staff are on a daily mission to build healthy relationships with the community through a systematic financial planning process. Our approach through individual and group meetings will have a specific emphasis on engaging clients to think about what is important to them. GWFS’ ultimate goal is to be the trusted advisor for every client.

Rockville, Md, Us

As the Agency Senior Partner targeting the DC Metro and surrounding areas, our team will work with you to identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. We also provide business owners with assistance building their financial freedom. Our goal is to become a lifetime resource for each and every client.

New York, Ny, Us

As the Agency Director of AIG Financial Network in Alexandria Virginia, my goal is to train and develop a team of advisors that will provide families and business owners with the strategic planning and solutions that they will need to build financial freedom. Our team is on a mission to build healthy relationships with the community thru a systematic financial planning process (Financial Profiles). Our approach and process engages clients to think about what's important to them, and a common sense solution that fits their needs and lifestyle. This team’s aspiration is to be the “Trusted Advisor” for each and every client.

New York, Ny, Us

Providing Families, Retiree's, and Small Business Owners with strategies and solutions for financial freedom. Focused on becoming a life long resource for every client.Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), 3700 O'Donnell Street, Suite 200, Baltimore, MD 21224. MLIC and MSI are MetLife companies. L1013344618[exp0915][MD]

Managing a team of 7; ensuring an accurate and timely installation of a wide variety of new insurance and annuity programs; Providing ongoing training and supervision of the team; Responsible for oversight of a Multi-Million dollar financial services sales volume.

Developed and managed a staff of 5 mortgage originators, resulting in the production of a 25 million dollar a year sales volume of loan origination; Effective understanding of all Conventional and Government Loan types; Supervision over all sales and marketing, compliance and regulation, budget and banking analysis, staff and team building; Responsible for all financial management and business operations.

Developed and managed a Mortgage Originating business with an average yearly loan volume of 17 million dollars in loan origination. Supervised a staff of 4 mortgage originators; Effective understanding of all Conventional and Government Loan types.

Management and Development of all Church Personnel; 14 employees under management; development and implementation of all administrative procedures and corporate administrative activities; supervision of all financial management and operations, personnel policy and compliance.

Managed and Operated a Multi-Million dollar Hedge Fund Portfolio; Analysis of the market to determine best areas to invest; Evaluate buy/sell ideas and execute trades to maximize fund performance.

Managed a team of 4 Financial Services representatives; ensuring an accurate and timely installation of a wide variety of investment programs; Provided ongoing training and supervision of the team; Responsible for the oversight of a Multi-Million dollar investment products sales volume.

Developed and managed a Mortgage originating business with an average yearly loan volume of 9 million dollars in loan origination; Responsible for training and developing a staff of 12 loan originator's; Effective understanding of all Conventional and Government Loan types.