Douglas Klein, Financial Advisor

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies

About Douglas

As an Edward Jones financial advisor, I have always had a passion for helping people achieve their goals. I provide a solutions-based advisory service that tailors each recommendation to my client's unique situation and personal goals.

I've spent my whole life helping people both as a pastor and as a financial consultant. I learned how to provide practical financial solutions to my mother by assisting her over the last 20 years of her life.

I learned the challenge of planning for a mother who ultimately lived to almost 99 years of life, facing significant income challenges. I helped her face escalating medical...

Work History

  • Edward JonesJuly 2023 to Current
  • Prudential AdvisorsJuly 2019 to July 2023

Education

  • Gordon-Conwell Theologicl SemMasters

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