Elliot Dole, CFP®, EA, AEP®, CExP™, CAP®
Elliot Dole is a CERTIFIED FINANCIAL PLANNER™ professional whose practice is centered around clients’ needs and dreams. There is nothing more rewarding to Elliot and his team than helping successful families uncover their ideal vision for the future and helping them advance their lives and planning towards realizing that vision.
Elliot possesses specialized knowledge in investments, estate planning, and taxation. Working in collaboration with families and their other advisors such as attorneys and accountants, Elliot and his team are committed to a process which allows each client the opportunity to participate in identifying issues and their best solutions, while overseeing all facets of the family’s financial life.
Elliot has a bachelor’s degree from Colorado College, an MBA from the University of New Orleans, Certificate of Financial Planning from Boston University, and a Master of Science in Taxation from Golden Gate University. He is a member of the board of directors of the Estate Planning Council of Saint Louis, a member of the National Estate Planning Council (NAEPC), holds the CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, Accredited Estate Planner®, Certified Exit Planner and Chartered Advisor in Philanthropy Designations. Elliot joined Buckingham in 2009.
Born and raised in St. Louis, Elliot lives in his hometown with his wife, Elise, and their daughter. He is a lifelong learner and a connoisseur of fine ice cream.