Tax Professionals as Wealth Managers: A Q&A with Buckingham’s Elliot Dole

Forbes writer and Taxgirl columnist Kelly Phillips Erb catches up with Buckingham’s Elliot Dole about everything from his take  on tax professionals as wealth managers to his favorite reads and the year’s biggest tax news makers.

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Elliot Dole, CFP®, EA

Elliot Dole is a CERTIFIED FINANCIAL PLANNER™ professional whose practice is centered around the needs of his clients. As a wealth advisor, Elliot is focused on building tax-efficient financial plans. With specialized knowledge in taxation, Elliot applies his skill set to help clients increase after-tax returns throughout and even beyond their lifetimes. Born and raised in St. Louis, Elliot lives in his hometown with his wife, Elise. He is a lifelong learner and a connoisseur of fine ice cream.

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