Alex Douglas, CFP® in

Alex Douglas, CFP®

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Executive Vice President, Financial Advisor at DOUGLAS CAPITAL MANAGEMENT, INC.
📍 Jacksonville, Florida, United States

Alex Douglas is an Executive Vice President and CERTIFIED FINANCIAL PLANNER™ at Douglas Capital Management, where he develops personalized financial strategies. A graduate of Dartmouth College, his expertise is in creating portfolios that adapt to clients unique situations and goals, with previous experience at Raymond James.

His interest in the Dartmouth Investment and Philanthropy Program suggests a passion for combining financial management with charitable giving and community-focused initiatives. He focuses on helping clients achieve their long-term financial objectives while making a positive impact.

Unique fact: He was a member of the Achievers Club for three consecutive years for demonstrating significant and consistent production growth.

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Experience
14 Years
Current Role
Executive Vice President, Financial Advisor
Job Level
Leadership
Location
Jacksonville, Florida, United States
Personality Overview

How Alex shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alex cares about

Personalized Financial Strategy
He focuses on creating customized portfolios based on an individual's unique situation, attitudes, and goals, rather than using generic investment programs.
Estate & Succession Planning
He frequently shares advice on the importance of creating estate plans that include digital assets and developing succession plans for business owners.
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Career

Work history

1-2022
Executive Vice President, Financial Advisor
DOUGLAS CAPITAL MANAGEMENT, INC.
2017 - 2024
Game Day Operations Specialist II
Zebra Technologies
2013 - 2022
Financial Advisor
Raymond James
2012 - 2013
Intern - Banking
EverBank
Game Day Operations Specialist II
Zebra Technologies
In the press

Media appearances

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Education
Bachelor's Degree
Dartmouth College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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