Tad Douglas
La Grange,Kentucky
Summary
Seeking a new challenge after a successful financial career. Recently have coached individuals transitioning to new companies and work experiences. Desire now is to re-enter the work force with a dynamic, growing company and an opportunity for advancement.
Overview
29
29
years of professional experience
Work History
Coaching individuals through work and life changes
01.2022 - Current
- Assisted individuals in transitioning to new careers or companies seeking preferred environments for growth and fulfillment
- Speaking to financial professionals on personal growth and business building.
Financial Advisor
Family Wealth Planning Partners
06.2000 - 10.2021
- Served business and medical professionals, retirees, and pre-retirees, providing planning services and investment advice
- Formed Capstone Wealth Advisor, LLC and later merged with Family Wealth Planning Partners
- Achieved significant growth in clients, assets under management, and total firm revenue.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Vice-President
The Sachs Co.
07.1994 - 05.2000
- Managed marketing of company services, lead advisor for new client relationships, and managed investments for company founder's clients.
Education
Skills
- Goal driven self-starter, organized, built long term client relationships, team leadership, personal coaching, speaking, certified DISC consultant Experienced with CRMs, Microsoft Office (Word, Excel and Power Point), Docusign, and Adobe and planning software
Community Service
- Member of Oldham Chamber & Economic Development
- Southeast Christian Church where I serve as a men’s mentor
- Leadership team of Impact Louisville, an FCCI initiative.
Timeline
Coaching individuals through work and life changes
01.2022 - Current
Financial Advisor
Family Wealth Planning Partners
06.2000 - 10.2021
Vice-President
The Sachs Co.
07.1994 - 05.2000
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