Elliot Dole (CFP®, EA)

Elliot Dole focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Elliot Dole is a CERTIFIED FINANCIAL PLANNER™ professional whose practice is centered around the needs of his clients. There is nothing more rewarding to him than building deep, long-term relationships with clients and helping them achieve their most important goals.

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. He works with clients to overcome distinct challenges they face during different stages of their financial life, both in the accumulation and the spend–down phases. 

Elliot has a MS in Taxation from Golden Gate University, BA from Colorado College, MS in Finance from the University of New Orleans, and a Certificate of Financial Planning from Boston University. He is a member of the National Association of Personal Financial Advisors (NAPFA), The the Estate Planning Councils of St. Louis and NYC, the National Association of Estate Planning Councils (NAEPC), and holds the Accredited Estate Planner, Chartered Advisor in Philanthropy, Certified Exit Planner and Enrolled Agent designations. Elliot joined Buckingham in 2008.

Born and raised in St. Louis, Elliot lives in his hometown. He is a lifelong learner and a connoisseur of fine ice cream.

NAPFA Start Date

March 30, 2017

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This Office

8182 Maryland Ave. Ste. 500 Saint Louis, MO 63105-3921 Phone: (314) 725-0455