About Elliot
Elliot Dole specializes in implementing Flexible SMA strategies to solve investment allocation and tax challenges. With a deep understanding of investments, estate planning and taxation, he is positioned to help clients build lasting legacies, transfer wealth effectively and navigate business succession. Elliot's knowledge, experience and approach make him a compelling choice to serve as trusted advisor to those seeking comprehensive wealth management solutions.
Elliot has worked with our team since 2009. He partners closely with clients and their legal and accounting teams to develop tailored solutions to fulfill their specific planning needs.
Elliot's commitment to exceptional service is evident in his extensive industry involvement and advanced credentials. He holds a Master of Science in taxation and is a CERTIFIED FINANCIAL PLANNER™, EA, AEP®, CExP and CAP®.
Elliot is actively involved in the community and serves as president of the Estate Planning Council of Saint Louis. He is a legacy advisory board member for independent charities and a member of the National Association of Estate Planners and Councils and the New York City Estate Planning Council.
A St. Louis native, Elliot lives in his hometown with his wife Elise and their daughter.
Elliot Dole specializes in implementing Flexible SMA strategies to solve investment allocation and tax challenges. With a deep understanding of investments, estate planning and taxation, he is positioned to help clients build lasting legacies, transfer wealth effectively and navigate business succession. Elliot's knowledge, experience and approach make him a compelling choice to serve as trusted advisor to those seeking comprehensive wealth management solutions.
Elliot has worked with our team since 2009. He partners closely with clients and their legal and accounting teams to develop tailored solutions to fulfill their specific planning needs.
Elliot's commitment to exceptional service is evident in his extensive industry involvement and advanced credentials. He holds a Master of Science in taxation and is a CERTIFIED FINANCIAL PLANNER™, EA, AEP®, CExP and CAP®.
Elliot is actively involved in the community and serves as president of the Estate Planning Council of Saint Louis. He is a legacy advisory board member for independent charities and a member of the National Association of Estate Planners and Councils and the New York City Estate Planning Council.
A St. Louis native, Elliot lives in his hometown with his wife Elise and their daughter.