Edward Jones - Financial Advisor: Doug Elliott - Sarasota, Florida

Edward Jones – Financial Advisor: Doug Elliott

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Doug Elliott represents a dependable and experienced resource. Located at 3040 University Pkwy, Sarasota, FL 34243, United States, Doug Elliott offers personalized investment services tailored to meet unique financial goals. He operates as a dedicated financial consultant, helping clients navigate the complexities of the financial landscape with clarity and confidence.

About Doug Elliott

Doug Elliott is a seasoned professional within the Edward Jones network, bringing a wealth of knowledge and a commitment to building lasting client relationships. He specializes in providing a full suite of financial solutions, encompassing retirement planning, education savings, estate planning, and general wealth management. His approach centers on understanding each client’s individual circumstances, risk tolerance, and aspirations. Rather than pushing specific products, Doug focuses on developing a customized strategy designed to achieve long-term financial security.

Services Offered

• Investment Management: Doug assists clients in selecting and managing a diversified portfolio of investments, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: He helps clients develop strategies to ensure a comfortable retirement, considering factors such as income needs, healthcare costs, and potential tax implications.
• Education Savings: Doug provides guidance on saving for college or other educational expenses through plans like 529 accounts.
• Estate Planning: He collaborates with estate planning attorneys to help clients plan for the transfer of assets and ensure their wishes are carried out.
• Insurance Planning: Doug offers advice on life, disability, and long-term care insurance to protect clients and their families.

Location and Accessibility

The office of Edward Jones – Financial Advisor: Doug Elliott is conveniently located at 3040 University Pkwy, Sarasota, FL 34243. Accessibility is a priority, and the office features:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet facilities

Appointments are highly recommended to ensure Doug can dedicate his full attention to your individual needs and provide thorough, personalized advice. You can easily schedule an appointment by contacting him directly.

Contact Information

Phone: 9418702862

Website: edwardjones.com

Client Feedback

Currently, the company boasts 0 reviews on Google My Business, indicating a limited public record of client experiences. However, Edward Jones as an organization is renowned for its commitment to client service and its established, trustworthy brand. Doug Elliott’s personal dedication to building relationships and providing sound financial advice suggests a positive experience for those who engage with him directly. He emphasizes a collaborative approach, ensuring clients are actively involved in the decision-making process and fully understand their investment strategy.

Key Characteristics and Approach

Doug Elliott’s strength lies in his commitment to a relationship-based approach. He prioritizes building trust and understanding his clients' long-term financial goals. Unlike many financial advisors who focus on commissions, Doug's compensation is tied to the success of his clients’ portfolios, aligning his interests with theirs. This structure encourages him to create strategies that prioritize client well-being and sustainable growth. He regularly reviews client portfolios and adjusts strategies as needed to reflect changes in market conditions and individual circumstances. A key element of his service is proactive communication and education, ensuring clients remain informed and confident in their financial plan.

Recommended Actions

• Schedule an Appointment: Contact Doug Elliott at 9418702862 to arrange a consultation.
• Visit the Website: Explore the Edward Jones website (edwardjones.com) for additional resources and information.
• Verify Credentials: Confirm Doug Elliott’s credentials and background through the Edward Jones website.

Ultimately, Edward Jones – Financial Advisor: Doug Elliott offers a solid foundation for individuals seeking experienced and trustworthy financial guidance. His professionalism, dedication, and commitment to client success make him a valuable resource for achieving financial peace of mind.