Douglas White
First Vice President and Senior Personal Trust Advisor at First Merchants Private Wealth Advisors
- Role
- First Vice President and Senior Wealth Manager at First Merchants Corporation
- Location
- Muncie, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Douglas White
Senior level trust and estate administrator and planner dealing with high net worth clients including individuals, families and organizations,
Experience
First Vice President and Senior Wealth Manager
Mar 1999 — Present
Admininstration of Trusts, Estates, Guardianships, Scholarships, Endowments and large investment accounts. Estate Planning Professional.
Education
Ball State University
Bachelor of Science (BS)
1981 — 1986
Skills
- Leadership
- Investment Management
- Wealth Management
- Trust Services
- Tax
- Estate Tax Planning
- Financial Planning
- Estate Planning
- Retirement Planning
- Management
- Team Building
- Real Estate
- Trusts
- Strategic Financial Planning
- Estate Law
- Customer Service
- Financial Advisory
- Guardianship
- Portfolio Management
- Finance
- Banking
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