Alex Douglas, CFP®

Collaborator
DISC Type : si

Executive Vice President, Financial Advisor at DOUGLAS CAPITAL MANAGEMENT, INC.

Jacksonville, Florida, United States

Overview

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.

Personality Overview

Fair-minded

Consensus Builder

Appreciative

They are more likely to opt for solutions that are proven in the market.  Scenarios where both sides can come out as winners appeal to them greatly. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care 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.
Investment & Philanthropy
His interest in the Dartmouth Investment and Philanthropy Program indicates a focus on leveraging financial expertise for charitable causes and community support.

Media Appearances

Alex has no verified media appearances

Work History

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

Education

Bachelor's Degree from Dartmouth College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Jacksonville, Florida, United States Job Level : Leadership Designation : Executive Vice President, Financial Advisor at DOUGLAS CAPITAL MANAGEMENT, INC.
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • When asking them questions, sound relatable and informal

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t ask too many questions that sound too dry and objective
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Alex

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Alex take some risk or not?

  • They are unlikely to take many risks.

You And Alex

Personality Compatibility


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