Howard Douglas Email & Phone Number
Wealth Manager
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Howard Douglas Location
- Huntington Station, NY, US
Howard Douglas Work
- Wealth Manager @ Vanderbilt Securities (January 2026 - Present)
- Wealth Management Advisor @ (March 2022 - Present)
- Managing Partner @ Equinox Financial Partners LLC (January 2010 - December 2021)
- Field Underwriter @ (November 1989 - December 2021)
- Member @ The Jewish Business Network (January 2015 - January 2016)
- President @ The Estate Planning Council of Nassau County (January 1990 - January 1992)
- President and CEO @ Hobar Group Inc (January 1980 - December 1990)
Howard Douglas Education
- The American College of Financial Services
MSFS, CLU, ChFC, AEP (Financial Planning and Services)
1993-2000 - New York University - Leonard N. Stern School of Business
MBA (Tax and Finance)
1968-1970 - Syracuse University
BSIE (Engineering)
1964-1968
Howard Douglas Skills
- Wealth Management
- Investment Services
- Business Succession Planning
- Executive Benefits Planning
- Long-term care planning strategies
- Estate Planning Strategies
- Retirement Planning Strategies
- Insurance Planning
- Pension distribution planning
- IRA distribution planning
- Financial Planning
- Financial Services
- Strategic Partnerships
- Strategic Financial Strategies
- Financial Planning Strategies
- Long Term Care Planning Strategies
- Tax Deferred Investment Strategies
- Personal Financial Programs
Howard Douglas Summary
- Howard Douglas, based in Huntington Station, NY, US, is currently a Wealth Manager at Vanderbilt Securities. Howard Douglas brings experience from previous roles at American Portfolios, Equinox Financial Partners LLC, Equitable Advisors and The Jewish Business Network. Howard Douglas holds a 1993 - 2000 MSFS, CLU, ChFC, AEP in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Investment Services, Business Succession Planning, Executive Benefits Planning, Long-term care planning strategies and more. Howard Douglas has 2 emails and 2 mobile phone numbers on RocketReach.
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