Brian Douglas

About Brian Douglas

I help clients \'land one plane at a time\'. I help them identify and prioritize the issues that they want to address, and then we focus on them one by one. I work to simplify the process and don\'t try to land the next plane until clients understand and are comfortable with the direction we are heading.I focus on helping clients make decisions specific to their situation at every step in their financial journey.I specialize in retirement feasibility studies, retirement income design, risk management strategies and portfolio d••••••••@ampf.com

Experience

1. Financial Advisor, Certified Financial Planner Practitionertm

   Ameriprise Financial Services, LLC

   Aug 2004 — Present

   Areas of Focus:Retirement Income StrategiesRetirement Planning StrategiesDomestic Partner PlanningWomen\'s Financial StrategiesWealth Preservation StrategiesRetirement Plan DistributionIntergenerational PlanningEstate Planning StrategiesFamily FinancesCharitable GivingCash Flow Management Strategies

Education

• Christian Brothers University

  CFP Certification

• University of Arkansas

  MS

• Christian Brothers University

  BS

Skills

• Prudence
• Business Planning
• Decision Making
• Customer Service
• Ethical Character
• Diligence
• Ability to Listen
• Customer Experience
• Attention to Detail
• Public Speaking
• Leadership
• Team Building
• Skilled Communicator
• Client Relationships
• Risk Management
• Client Management
• Change Management
• Coaching
• Community Relations
• Responsiveness
• Relationship Building
• Community Service
• Business Strategy
• Strategic Planning