Tommy Doukas
Director of Private Wealth
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Continuation Planning
- Long Term Care Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Tommy Doukas
Director of Private Wealth
Biography
Tommy joined Capitas Financial in June of 2017 and has 30 years of financial industry experience. He graduated Hofstra University in New York and has his life & health and securities licenses to support advisors and their clients with risk management solutions and complex estate planning. He started his career in Credit Derivatives working at Chase Manhattan, Deutsche Bank and Enron. Directly prior to joining Capitas Financial, Tommy was an Advisor with New York Life and MassMutual in Lynchburg, Virginia.
Tommy lives in Richmond, Virginia with his wife Joy and two of their children, with an adult son living in New York City. The family is focused on community service and volunteers with the Chesterfield County Food Bank where Tommy serves as a site director. They also volunteer with homeless outreach, community theatre, the Lions Club, and Tommy is an Assistant Scoutmaster in his son’s scout troop. Tommy enjoys cooking for friends and family and is a woodworker, crafting wooden bowls when time allows.
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
