Professional

Douglas graduated from Ithaca College School of Business in 1986 where he is named on the Dean's list for academic achievement. He subsequently became affiliated with a large Insurance and Annuity organization where he earned all of his Insurance and Investment licenses and was regulary awarded for sales achievements. Over the 10 years he spent at that company, he achieved his Chartered Financial Consultant designation, ChFC. He also earned his Masters of Science in Finance, MSFS, while working full time.          

As he aspired to offer a wider variety of Investment products, in 1995 Douglas became affiliated with  Northwestern. In 2003, as one of our leading Investment producers in our midtown Manhattan branch, he accepted the position of Associate Investment Specialist. He was promoted to Senior Investment Specialist in 2006. The Senior Investment Specialist is responsible for the majority of investment training and oversight of over 100 licensed Financial Representatives at that branch. Douglas held that Senior Management position for 10 years.         

In 2016, Douglas founded Keller Financial Solutions (KFS). KFS is housed inside of Northwestern's midtown Manhattan branch. KFS offers Comprehensive Financial Planning, Corporate Retirement Plans and Investment Management. KFS currently advises on over $150 Million of clien'ts assets.      

Douglas is proud to have had the opportunity to serve on the Board of The Worldwide Children's Foundation (WWCF). WWCF is a non-profit organization that raises money for life altering and lifesaving surgeries for children. He has also enjoyed being one of a select few Financial Services Professionals to be approved as an Instuctor for The New York Dept. of Financial Services Continuing Education (CE) Program. He is a Member of the NYC Association of Insurance and Financial Advisors (NYCAIFA) and enjoys frequent opportunity to speak at local industry events.   

Douglas N Keller, ChFC®, MSFS
Wealth Management Advisor


Keller Financial Solutions

 

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