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portrait of Doug Isaacs
FINANCIAL ADVISOR

Doug Isaacs

CFP®
350 E Main Street, Westfield, IN 46074opens in a new window
CallSend Me a Message

About Doug

I have been a registered financial advisor in the financial services industry since 2005, and prior to joining Edward Jones, I worked with local bank clients throughout central Indiana. I have attained the Certified Financial Planner™ (CFP®)* designation, and I take a holistic approach with my clients. I joined Edward Jones in 2019 because they hold the same core values and beliefs that I hold myself – understanding the individual needs of each client and providing tailored strategies to meet their financial goals.

I am a graduate of Knightstown High School and Indiana University's Indianapolis Kelley School of Business, so...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Indiana Univ IndianapolisBachelor of Science

Personal Interests

  • Hiking
  • Traveling
  • Backpacking
  • Spending Time with Family

Team Members

  • Ashley Campbell
    Sr. Branch Office Administrator
    FPQP®
  • Kennetta White
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(317) 896-9191

Fax

(888) 847-5891

Office Address

350 E Main Street
Westfield, IN 46074opens in a new window

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