Doug Tillman
Senior Wealth Advisor at Beacon Pointe Advisors
- Role
- Wealth Advisor at Beacon Pointe
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Doug Tillman
I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing
Experience
Wealth Advisor
Nov 2020 — Present
Beacon Pointe is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
University of New Orleans
Bachelor of Science (BS)-Accounting, Minor in Management
1993 — 1998
University of New Orleans
Master of Business Administration (M.B.A.), Management Information Systems Concentration
1999 — 2001
Skills
- Sales
- Funding
- Portfolio Management
- Loans
- Leadership
- Sales Management
- Banking
- Risk Management
- Negotiation
- Credit
- Strategic Planning
- Team Building
- Management
- Finance
- New Business Development
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