Douglas Gilbert
- Role
- Senior Vice President of Sales at Mercer Advisors
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Douglas Gilbert
I am a Strategic Planner with over 22 years of experience in the family wealth office and…
Experience
Senior Vice President of Sales
Apr 2022 — Present
Education
Wayne State College
BS, Business Administration and Marketing
1997 — 2001
Skills
- Registered Investment Advisor
- Financial Advisory
- Wealth
- Wealth Management Services
- Estate Planning
- Strategic Financial Planning
- Financial Planning
- Investments
- Insurance Planning
- Financial Planners
- Private Client Services
- Private Clients
- Fixed Annuities
- Insurance
- Non-Profit Administration
- Retirement Planning
- Relationship Management
- Trust Services
- Wealth Management
- Investment Advisory
- Foundation Management
- Mutual Funds
- Retirement
- New Business Development
- Asset Management
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