Douglas Gilbert
Regional Vice President at Mercer Advisors | Omaha, Nebraska, United States
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Douglas Gilbert serves as the Regional Vice President at Mercer Advisors, where he leverages over 22 years of experience in the family wealth office and financial services industry to deliver exceptional holistic wealth management solutions. His extensive expertise encompasses a deep understanding of Registered Investment Advisors (RIAs), Trust Platforms, Captive Insurance Agencies, and Independent Broker Dealers, positioning him as a strategic leader in the field. At Mercer Advisors, Douglas is dedicated to fostering long-term, collaborative partnerships with clients, emphasizing the importance of trust and transparency in wealth preservation and transfer strategies.
Currently, Douglas is spearheading key projects that focus on enhancing client engagement and optimizing wealth management processes. His approach integrates comprehensive financial advisory services, including investment advisory, asset management, and insurance planning, ensuring that clients receive tailored solutions that align with their unique financial goals. His commitment to business development and recruiting top talent within the industry further strengthens Mercer Advisors' position as a trusted partner in financial planning.
Douglas's role also involves mentoring emerging advisors, sharing his insights on effective retirement planning and investment strategies that resonate with high-net-worth individuals and families. By prioritizing client referrals and cultivating relationships that extend to family members and friends, he embodies the ethos of Mercer Advisors: to be a trusted advisor who not only meets but exceeds client expectations. As he continues to drive innovation and excellence within the firm, Douglas remains steadfast in his mission to empower clients to achieve lasting financial success.
Regional Vice President at Mercer Advisors in June 2013 to Present
Senior Vice President of Sales at Mercer Advisors in April 2022 to Present
Regional Vice President/Branch Manager at Mercer Advisors in July 2017 to January 2023
Associate VIce President-Private Client Advisor at Westwood Holdings Group, Inc. in March 2012 to January 2013
Private Client Associate Advisor/Planning and Insurance Specialist at First National Wealth Advisors in July 2008 to March 2012
Wealth Advisor at Orizon Group in April 2006 to May 2008
Co-Owner at Legacy Fitness DBA Anytime Fitness in July 2006 to January 2007
Finacial Representative at Benchmark Financial LLC in August 2004 to March 2006
Finacial Representative at New York Life in May 2001 to August 2004
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Family Wealth Management
Fiduciary
Private Wealth Management
Trust Services
Investment Advisory
Asset Management
Registered Investment Advisor
Private Client Services
Wealth Management
Financial Planning
Estate Planning
Foundation Management
Insurance Planning
New Business Development
Relationship Management
Strategic Financial Planning
Financial Planners
Private Clients
Wealth Management Services
Wealth
Financial Advisory
Mutual Funds
Retirement
Fixed Annuities
Non-profit Administration
Insurance
Retirement Planning
Investments
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Discover more about Mercer AdvisorsWhat is Douglas Gilbert email address?
Email Douglas Gilbert at [email protected]. This email is the most updated Douglas Gilbert email found in 2026.
What is Douglas Gilbert phone number?
Douglas Gilbert phone number is +14022017668 and +16143184256.
How to contact Douglas Gilbert?
To contact Douglas Gilbert send an email to [email protected]. If you want to call Douglas Gilbert try calling on +14022017668 and +16143184256. (updated on October 29, 2024)
What company does Douglas Gilbert work for?
Douglas Gilbert works for Mercer Advisors
What is Douglas Gilbert's role at Mercer Advisors?
Douglas Gilbert is Regional Vice President
What industry does Douglas Gilbert work in?
Douglas Gilbert works in the Financial Services industry.
Douglas Gilbert Email Addresses
Douglas Gilbert Phone Numbers
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