Douglas Gilbert Location
Omaha, NE, US
Douglas Gilbert Work
- 2022 - now Senior Vice President of Sales @ Mercer Advisors
- 2013 - now Regional Vice President @ Mercer Advisors
- 2017 - 2023 Regional Vice President and Branch Manager @ Mercer Advisors
- 2012 - 2013 Associate VIce President-Private Client Advisor @ Westwood Holdings Group, Inc.
- 2008 - 2012 Private Client Associate Advisor and Planning and Insurance Specialist @ First National Wealth Advisors
- 2006 - 2008 Wealth Advisor @ Orizon Group
- 2006 - 2007 Co-Owner @ Anytime Fitness
- 2004 - 2006 Finacial Representative @ Benchmark Financial LLC
- 2001 - 2004 Finacial Representative @ New York Life
Douglas Gilbert Education
- Wayne State College
BS (Business Administration and Marketing)
1997 - 2001
Douglas Gilbert Skills
- Family Wealth Management
- Fiduciary
- Private Wealth Management
- Trust Services
- Investment Advisory
- Asset Management
- Registered Investment Advisor
- Private Client Services
- Wealth Management
- Financial Planning
Douglas Gilbert Summary
Douglas Gilbert, based in Omaha, NE, US, is currently a Senior Vice President of Sales at Mercer Advisors. Douglas Gilbert brings experience from previous roles at Mercer Advisors, Westwood Holdings Group, Inc. and First National Wealth Advisors. Douglas Gilbert holds a 1997 - 2001 BS in Business Administration and Marketing @ Wayne State College. With a robust skill set that includes Family Wealth Management, Fiduciary, Private Wealth Management, Trust Services, Investment Advisory and more. Douglas Gilbert has 4 emails and 1 mobile phone numbers on RocketReach.
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