Tom Doll in

Tom Doll

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Account Executive at Crump Life Insurance Services
📍 Cincinnati Metropolitan Area, United States

Tom Doll is an experienced wealth management professional, currently serving as an External Wholesaler for Crump at U. S. Bank. He specializes in building long-term financial plans for clients with over $1 million in assets, leveraging an extensive knowledge of insurance products. Tom holds a B. A. in English from Miami University and is a candidate for the CFP designation.

He is the author of a publication on the topic of Non-Qualified Deferred Compensation.

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Experience
25 Years
Current Role
Account Executive
Location
Cincinnati Metropolitan Area, United States
Personality Overview

How Tom 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 Tom cares about

High-Net-Worth Planning
Focuses on creating comprehensive, omnicentric financial plans for clients with over one million dollars of invested assets.
Insurance Solutions
Possesses extensive knowledge of insurance products and their strategic application to meet the needs of wealth management clients.
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Career

Work history

6-2025
Account Executive
Crump Life Insurance Services
3-2016 - 6-2025
Senior Wealth Planner
U.S. Bank
7-2000 - 3-2016
Fiduciary wealth management
PNC
In the press

Media appearances

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Education
B.A. English
Miami University
Social presence
in
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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