Professional

Douglas Keller graduated Ithaca College school of Business in 1986. He earned his Insurance licenses in 1986 and his Investment licenses in 1987. He subsequently became affiliated with a large insurance and annuity organization where he received many awards for sales achievements. Over the years he spent at that company, he achieved his Chartered Financial Consultant (ChFC®) designation. 

As he aspired to offer a wider variety of Investment products, in 1995 Douglas became affiliated with  Northwestern Mutual. As one of our leading Investment producers, in 2003, he accepted the position of Investment Specialist. In 2006, he was promotted to the role of Senior Investment Specialist. As Senior Investment Specialist, Douglas was responsible for the investment training and oversight of over 100 licensed Financial Representatives at our midtown Manhattan branch. He held that position for 20 years.       

In 2016, Douglas created Keller Financial Solutions. KFS is housed inside Northwestern's midtown branch and offers comprehensive Financial and Investment Planning to individuals, families and businesses. 

Douglas is a Certified Instructor for New York Dept. of Financial Services Continuing Education (CE) Program and is a frequent guest lecturer at Industry events in and around NYC.  

Douglas also donates his time and expertise. For several years, he served on the Board of The Worldwide Children's Foundation. WWCF is a non-profit organization that raises money for life altering and lifesaving surgeries for children.          

Education

  • Ithaca College, Ithaca, NY: Bachelor of Science degree in Business. Dean's List.
  • American College, Bryn Mawr, PA: Master of Science degree, Finance.

Associations and Memberships

Member of the NYC Association of Insurance and Financial Advisors (NYCAIFA).

 

Douglas N Keller, ChFC®, MSFS
Wealth Management Advisor


Keller Financial Solutions

 

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