Eric Douglas Email and Phone Number
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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.
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Partner, Wealth AdvisorFamily Wealth Planning Partners LlcLouisville, Ky, Us
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Partner, Wealth AdvisorFamily Wealth Planning Partners Llc Aug 2019 - PresentLouisville, Ky, UsFamily 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. -
Director, SalesNationwide Financial Jan 2018 - Aug 2019Columbus, Ohio, Us- 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 of a 35+ person sales team. Primary operational duties include, but are not limited to: establishing requirements for and the maintenance of individual and regional travel budgets, approving expenses, and building and maintaining the conference calendar. - Coaching: Maintain sales staff job results through coaching and performance monitoring of sales representatives.- Company Representation: Represent Nationwide at sponsored events and engage with strategic partners. Build the firm’s presence through speaking opportunities and networking events.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation. -
Sales DirectorJefferson National Jan 2016 - Jan 2018- 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 of a 35+ person sales team. Primary operational duties include, but are not limited to: establishing requirements for and the maintenance of individual and regional travel budgets, approving expenses, and building and maintaining the conference calendar. - Coaching: Maintain sales staff job results through coaching and performance monitoring of sales representatives.- Company Representation: Represent Nationwide at sponsored events and engage with strategic partners. Build the firm’s presence through speaking opportunities and networking events.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.
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Regional DirectorJefferson National Jul 2012 - Jan 2016
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Territory ManagerJefferson National Mar 2008 - Jul 2012
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Account ExecutiveKforce Jan 2007 - Feb 2008Tampa, Fl, Us -
Mortgage ProfessionalNew Equity Financial Sep 2004 - Sep 2006
Eric Douglas Skills
Eric Douglas Education Details
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Bellarmine UniversityBusiness Administration -
Bellarmine UniversityEnglish
Frequently Asked Questions about Eric Douglas
What company does Eric Douglas work for?
Eric Douglas works for Family Wealth Planning Partners Llc
What is Eric Douglas's role at the current company?
Eric Douglas's current role is Partner, Wealth Advisor.
What is Eric Douglas's email address?
Eric Douglas's email address is ed****@****nat.com
What is Eric Douglas's direct phone number?
Eric Douglas's direct phone number is +150258*****
What schools did Eric Douglas attend?
Eric Douglas attended Bellarmine University, Bellarmine University.
What are some of Eric Douglas's interests?
Eric Douglas has interest in Football, Exercise, Sweepstakes, Reading, Sports, Watching Basketball, Golf, Watching Sports, Children, Electronics.
What skills is Eric Douglas known for?
Eric Douglas has skills like Management, Sales, Investments, Retirement Planning, Insurance, Customer Service, Salesforce.com, Strategic Planning, Portfolio Management, Fixed Annuities, Finance, Sales Operations.
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