AeroLeads people directory · profile
Eric Douglas Email & Phone Number
Partner, Wealth Advisor
at
Family Wealth Planning Partners LLC
2 work emails found
@jeffnat.com
2 phones found area 502
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Wealth Advisor
Location
Louisville, Kentucky, United States
Who is Eric Douglas? Overview
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Quick answer
Eric Douglas is listed as Partner, Wealth Advisor at Family Wealth Planning Partners LLC, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at jeffnat.com, phone signal with area code 502, and a matched LinkedIn profile for Eric Douglas.
Eric Douglas previously worked as Director, Sales at Nationwide Financial and Sales Director at Jefferson National. Eric Douglas holds Mba, Business Administration from Bellarmine University.
Company email context
Email format at Family Wealth Planning Partners LLC
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{first_initial}{last}@jeffnat.com
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AeroLeads found 2 current-domain work email signals for Eric Douglas. Compare company email patterns before reaching out.
Profile bio
About Eric Douglas
Seeing the looks on clients’ faces when they realize that they are actually ready and prepared for retirement is easily the best part of my job. I’m naturally curious, so I ask lots of questions and put a lot of thought into the tailored plans I create for families. I’ve always had an innate understanding of how investments align with long-term goals, and from this, I’m able to find solutions that others may have never considered.I grew up in the financial planning industry because of my father, who retired from our firm in 2021. Prior to joining Family Wealth Planning Partners in 2019, I spent 13 years with Nationwide Financial as Director of Sales, traveling across the country to implement fee-based insurance solutions into various advisors’ practices.Outside of work, I like spending my time attending my son’s hockey games and my daughter’s cheer competitions. If there’s any time left after that, I’m either playing golf, working on projects around the house, or putting up way too many Christmas lights during the holidays.
Listed skills include Management, Sales, Investments, Retirement Planning, and 36 others.
Current workplace
Eric Douglas's current company
Company context helps verify the profile and gives searchers a useful next step.
Family Wealth Planning Partners Llc
AeroLeads page
8 roles
Eric Douglas work experience
A career timeline built from the work history available for this profile.
Partner, Wealth Advisor
CurrentFamily Wealth Planning Partners is an Independent Financial Planning firm, focused on developing customized strategies to fit the needs of our families and small business owners.
Aug 2019 - Present
Director, Sales
- Strategic Planning: Work to strategically establish sales objectives and develop annual sales quotas for our sales team. Continually align sales compensation with said objectives. Maintain proper staffing levels according to regional / territorial needs, and best scale the sales team for future growth. - Sales Management: Manage the day to day operations.
Jan 2018 - Aug 2019
Sales Director
Jefferson National
- Strategic Planning: Work to strategically establish sales objectives and develop annual sales quotas for our sales team. Continually align sales compensation with said objectives. Maintain proper staffing levels according to regional / territorial needs, and best scale the sales team for future growth. - Sales Management: Manage the day to day operations.
Jan 2016 - Jan 2018
Regional Director
Jefferson National
Jul 2012 - Jan 2016
Territory Manager
Jefferson National
Mar 2008 - Jul 2012
Account Executive
Jan 2007 - Feb 2008
Mortgage Professional
New Equity Financial
Sep 2004 - Sep 2006
2 education records
Eric Douglas education
Mba, Business Administration
Bellarmine University
Bachelor Of Arts (Ba), Communications, English
Bellarmine University
FAQ
Frequently asked questions about Eric Douglas
Quick answers generated from the profile data available on this page.
What company does Eric Douglas work for?
Eric Douglas works for Family Wealth Planning Partners LLC.
What is Eric Douglas's role at Family Wealth Planning Partners LLC?
Eric Douglas is listed as Partner, Wealth Advisor at Family Wealth Planning Partners LLC.
What is Eric Douglas's email address?
AeroLeads has found 2 work email signals at @jeffnat.com for Eric Douglas at Family Wealth Planning Partners LLC.
What is Eric Douglas's phone number?
AeroLeads has found 2 phone signal(s) with area code 502 for Eric Douglas at Family Wealth Planning Partners LLC.
Where is Eric Douglas based?
Eric Douglas is based in Louisville, Kentucky, United States while working with Family Wealth Planning Partners LLC.
What companies has Eric Douglas worked for?
Eric Douglas has worked for Family Wealth Planning Partners Llc, Nationwide Financial, Jefferson National, Kforce, and New Equity Financial.
How can I contact Eric Douglas?
You can use AeroLeads to view verified contact signals for Eric Douglas at Family Wealth Planning Partners LLC, including work email, phone, and LinkedIn data when available.
What schools did Eric Douglas attend?
Eric Douglas holds Mba, Business Administration from Bellarmine University.
What skills is Eric Douglas known for?
Eric Douglas is listed with skills including Management, Sales, Investments, Retirement Planning, Insurance, Customer Service, Salesforce.Com, and Strategic Planning.
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