portrait of Stephen J Dosier

About Stephen

As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I have been with Edward Jones for almost 16 full years and began my career with the firm in 2008 as a financial advisor in Willis. Originally from San Diego, I have lived in Willis since 1968. While in Willis, I received my AAMS™ designation from the College for Financial...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2007 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Music
  • Basketball
  • Bowling
  • Golfing
  • Personal Fitness

Team Members

  • Yvonne Brast
    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 - 04:00PM
Sat By Appointment Only
Sun Closed

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