501 Broadway, Ste 102
Point Pleasant Beach, NJ 08742
Office: (848) 241-3237
Cell: (609) 709-2294
Fax: (732) 701-0026
Douglas Ballard, Partner and Financial Consultant, began his career over 23 years ago as a junior broker for the NYSE (New York Stock Exchange). Following NYSE, he worked for two small investment banks and, then, Merrill Lynch before finding his home here.
A three time Million Dollar Round Table (MDRT) producer, Doug holds his Series 7, 63 and 66 FINRA registrations and a Life and Health Insurance license. He is also a representative member of NJASBO (New Jersey Association of School Business Officials) for Camden and Gloucester Counties.
Doug earned his Bachelor of Science in Business Administration (Finance) from West Virginia University. He earned his Retirement Specialist Planning title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Doug believes that a quality education is the cornerstone to providing his clients with comprehensive financial advice. His experience and professional relationships have fostered a practical approach to offering financial products and planning services to his clients. Rather than just recommending a combination of unrelated investments, he works with his clients to collectively formulate a strategy that addresses their current and long-term financial goals and needs. As an active member of this local community, he is dedicated to helping individuals and businesses build their financial future.
Doug lives in Tinton Falls, New Jersey with his wife Nicholette, his two beautiful daughters- Brooklynn and Madison and their dog (Boston Terrier) Jameson. Outside of the office, he enjoys playing music, cycling and spending time with his family.
Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA/SIPC).