portrait of Doug Phillips

About Doug

I am a financial advisor and general partner of Edward Jones here in Lebanon. We have focused on helping clients achieve their financial goals since 2009. Previously, I spent 21 years with Hewlett-Packard in Corvallis, OR, where my responsibilities included strategic relationship management as well as new business development. My experience is extensive as is my passion for helping individuals discover, organize and grow their wealth through personalized strategies.

For over 50 years, I have been a part of the Lebanon community and graduated from Lebanon High School in 1985. In 2001, I earned a bachelor's degree from George Fox...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesNovember 2009 to Current

Education

  • George Fox UniversityBachelor of Arts

Personal Interests

  • Coaching Sports
  • Music
  • Golfing
  • Traveling

Team Members

  • Lynda Palmer
    Sr. Branch Office Administrator
  • Kendra Wolfenbarger
    Sr. Branch Office Administrator
  • McKenzie Yoder
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

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https://www.edwardjones.com/us-en/privacy 

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