Doug Wills

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Overview:

Since 1992, Doug has been helping clients grow, manage, and protect their wealth. He loves the personal side of his business, particularly the one-on-one contact and ongoing relationship he builds with his clients. Through mutual respect, and a commitment to integrity, Doug helps evaluate each client’s situation, empowers them to crystallize their goals, and develops strategies designed to reach their financial objectives.

Background:

Since graduation Doug has earned his life/health insurance license and became a Registered Representative of NYLIFE Securities LLC as well as an Investment Advisor Representative (IAR) with Eagle Strategies LLC. He is a Life Member of “Top of the Table” Million Dollar Roundtable* Member. In 2007, Doug was awarded the Zone First Vice President Trophy of New York Life for his outstanding sales production and was named to the Chairman’s Cabinet. In 2009 Doug earned CExP professional designation as a certified exit planner.

Personal:

A Colorado native, Doug attended elementary and secondary school in Evergreen where he participated in college prep academics and was a three sport athlete and letterman. He attended Colorado State University on an athletic scholarship, was a two sport athlete and four year letterman, graduating with a Bachelor of Science Degree. He, his wife Tracy, and their daughters, Morgan and Sydney, live in Lakewood where they actively participate in the children’s school activities, youth and adult sports teams, and various neighborhood, community and charitable functions.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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