Our Team
Douglas Wm. Elliott, CFP®
President / Chief Compliance Officer
CRD#: 712309
Doug graduated Grand Valley State University with a Bachelor of Science degree in Psychology. In 1985, Doug was awarded his Certified Financial Planner (CFP®) marks. Since then, he has met the annual continuing education and ethics requirements. 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 A.G. 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 Pinellas Feather Sound Rotary Club and has served Rotary in many capacities, including president, director, secretary and treasurer. Doug has been a member of Rotary International since December of 1989.
Norton Chervitz
Director
CRD#: 1813232
Norton received his Bachelor’s degree in chemical engineering from Washington University, St. Louis MO, where he was a member of Tau Beta Pi, and Sigma Xi fraternities. He spent two years in the Army 1953-1955.
Norton started trading stocks, options and commodities in 1953, for his own account. After his honorable discharge from the U.S. Army, he spent two years with Standard Oil Co. of Indiana, eventually moving on to bigger and better things at Midwest Consultants from 1957-1961.
From 1961-1987, he successfully managed a large retirement fund for St. Petersburg Shoe Corporation (Peltz Shoes). He became a Registered Representative in 1988 with Thomson McKinnon, which later became PRU Bache. Norton left PRU Bache for Raymond James until joining Greystoke in 1994.
Jon E. Rosenbluth
Secretary-Treasurer
CRD #3138116
Jon has over twelve years of experience in the financial advisory field and has been with several top firms, including Morgan Stanley Smith Barney and Merrill Lynch, holding positions of Financial Advisor and Assistant Branch Manager. Jon holds the Certified Financial Planner (CFP®) designation which was awarded to him in September, 2002.
Jon and his wife a Speech Pathologist with the Pinellas County School System, reside in Largo, Florida
Donna Carli
Operations Manager
Donna comes to us with over 20 years experience in the Employment Industry. She received her education from the University of Cincinnati with an emphasis on Sports Communication/Journalism. She has recently moved back here to Florida and became our Operations Manager in August of 2010.
Kathie Shuerger
Office Assist
Kathie is a resident of Pinellas County for over 30 years. Volunteered for the Pinellas County School System when she joined our firm. She has been with us just at a year and has proven to be a very viable asset to the daily operation of Greystoke
|
