Douglas Wm. Elliott, CFP®

Douglas Wm. Elliott, CFP®

Secretary

 

CRD#: 712309

Doug graduated Grand Valley State University with a Bachelor of Science degree in Pyschology.  In 1985, Doug was awarded his Certified Financial Planner (CFP®) marks.  He is a member in good standing of the Financial Planning Association (FPA), and has served in the capacity of director of the local chapter.  He also organized the first FPA Symposium, an education seminar for (CFPs®), CPAs and attorneys for the Tampa Bay Chapter of the FPA.

He entered the securities industry in August of 1980 as a registered representative with AG Edwards and Sons.  He moved to Raymond James Financial some years later where, among other duties, he managed their Crystal River branch office.  Seeking more independence, he moved to Multi-Financial Securities Corporation and then Cadaret Grant and Company, where he also managed branch offices.  In 1994 he co-founded Greystoke Consulting, Inc. to become a "fee only" portfolio manager.


Doug is a proud member of the Rotary Club of Central Flordia and has served Rotary in many capacities, including president, director, secretary and treasurer.  Doug has been a member of Rotary International since December 1989.