About Elliot
Wealth Advisor Elliot Dole specializes in guiding high-net-worth individuals and families along their financial journey. His clients appreciate his collaborative approach and trust him to manage complex financial strategies. With a deep understanding of investments, estate planning and taxation, Elliot is uniquely positioned to help clients build lasting legacies, transfer wealth effectively and navigate business succession.
Elliot has worked with our team since 2009. His knowledge and experience extends to tax optimization, charitable giving and comprehensive wealth management. He partners closely with clients and their legal and accounting teams to develop tailored solutions. Elliot’s commitment to exceptional service is evident in his extensive industry involvement and advanced credentials.
His impressive academic background includes degrees from Colorado College, University of New Orleans, Boston University and Golden Gate University where he earned a Master of Science in Taxation. He holds the CERTIFIED FINANCIAL PLANNER™️ professional designation as well as EA, AEP®, CExP and CAP® certifications.
As president of the Estate Planning Council of Saint Louis and a legacy advisory board member for independent charities, Elliot is actively involved in the community. He is also 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.
Wealth Advisor Elliot Dole specializes in guiding high-net-worth individuals and families along their financial journey. His clients appreciate his collaborative approach and trust him to manage complex financial strategies. With a deep understanding of investments, estate planning and taxation, Elliot is uniquely positioned to help clients build lasting legacies, transfer wealth effectively and navigate business succession.
Elliot has worked with our team since 2009. His knowledge and experience extends to tax optimization, charitable giving and comprehensive wealth management. He partners closely with clients and their legal and accounting teams to develop tailored solutions. Elliot’s commitment to exceptional service is evident in his extensive industry involvement and advanced credentials.
His impressive academic background includes degrees from Colorado College, University of New Orleans, Boston University and Golden Gate University where he earned a Master of Science in Taxation. He holds the CERTIFIED FINANCIAL PLANNER™️ professional designation as well as EA, AEP®, CExP and CAP® certifications.
As president of the Estate Planning Council of Saint Louis and a legacy advisory board member for independent charities, Elliot is actively involved in the community. He is also 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.