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

Edward Jones - Doug Elliott: Your Trusted Financial Advisor

For individuals and families seeking comprehensive financial planning and investment guidance, Edward Jones – Doug Elliott is a dedicated and experienced financial consultant located in Sarasota, Florida. Situated at 3040 University Pkwy, Sarasota, FL 34243, United States, Doug Elliott provides personalized service designed to help clients achieve their long-term financial goals. He operates within the established framework of Edward Jones, a firm renowned for its commitment to building lasting relationships and offering unbiased advice.

About Doug Elliott

Doug Elliott brings a wealth of knowledge and expertise to his role as a financial advisor. He understands that everyone’s financial situation is unique, and his approach is centered around a deep understanding of each client’s individual needs, objectives, and risk tolerance. He specializes in a broad range of investment services, assisting clients with retirement planning, education savings, estate planning, and general wealth management. His goal isn't simply to sell products but to develop a tailored strategy that aligns with a client’s specific circumstances.

Key Services Offered

Doug Elliott’s services encompass a wide spectrum of financial solutions, including:

• Investment Management: He utilizes a diversified approach to investment management, carefully selecting securities based on a client’s financial goals and risk profile.
• Retirement Planning: Doug assists clients in developing strategies to ensure a comfortable and secure retirement, considering factors like Social Security, pensions, and investment income.
• Education Savings: He helps families plan and save for the future education expenses of their children.
• Estate Planning: Doug works with clients to understand their estate planning needs and connect them with legal professionals to create a comprehensive plan.
• Financial Reviews: Regular, ongoing reviews of a client’s portfolio and financial plan are a cornerstone of his service, ensuring adjustments are made as needed to stay on track.

Expertise and Credentials

As a finance broker, Doug Elliott is committed to staying abreast of the latest market trends and regulatory changes. He leverages the resources and expertise of Edward Jones to provide clients with informed and reliable advice. While specific certifications may vary, Edward Jones advisors undergo rigorous training and adhere to a strict code of ethics. Doug’s dedication to professional development ensures he remains a trusted source of financial consultant advice.

Accessibility and Convenience

Doug Elliott recognizes the importance of accessibility and convenience. The office at 3040 University Pkwy is equipped with features to accommodate clients with disabilities, including a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointments are recommended to ensure dedicated attention and personalized service. Clients can easily reach him by phone at 9418702862. His website, edwardjones.com, also provides valuable resources and information.

Client Feedback and Reputation

Currently, Edward Jones – Doug Elliott has 0 reviews on Google My Business. This limited feedback highlights the need for clients to share their experiences directly with the firm to contribute to a more comprehensive understanding of his service quality. However, the established reputation of Edward Jones as a stable and reliable financial institution provides a strong foundation of trust and confidence.

Contact Information

Address: 3040 University Pkwy, Sarasota, FL 34243, United States
Phone: 9418702862
Website: edwardjones.com

Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended