Get your Emails warmed up and ready to send
Build sender reputation and reach more inboxes with automated email warmup.
Warm up your emails
Starting at $49/month
Tommy Doukas
Director of Private Wealth Planning @Capitas Financial
Richmond, VA, US
EMAILS
MOBILE NUMBERS
+14•••••••46
Signup · Get unlimited contacts
WORK HISTORY
Jun 2017 — Present
Director of Private Wealth Planning @Capitas Financial
Richmond, VA, US
Virginia Regional Specialist for Advanced Financial Planning through insurance products. Primary focus is helping Financial Advisors to educate their clients on Estate Planning, Long Term Care Planning, and Non-Investment Risk Management.
SKILLS
Key Person ProtectionTime ManagementAsset ProtectionDigital MediaRetirement PlanningSmall BusinessMultitasking SkillsWealth Preservation PlanningMulti-Generational PlanningRetirementVideoAnnuity SalesLicensed Life Insurance AgentGifting StrategiesMulti-Generational Wealth TransferSuccession Planning401k RolloversInvestmentsEstate PlanningLegaciesProtection Planning/Family SecurityInsurance
ABOUT TOMMY DOUKAS
Insurance Expert advising other Financial Advisors - Specializing in Insurance and…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.