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Doug Stroot
Wealth Advisor
 

Doug Stroot focuses on bringing qualified individuals into the industry and coaching seasoned advisors on how to grow their practices. He believes that by educating clients, they will better be able to guide their own futures and make important decisions.

With degrees in business-economics and philosophy from UC Riverside, Mr. Stroot launched his career in financial services in 1994. He is affiliated with LPL Financial where he is currently a registered principal and OSJ manager.

Mr. Stroot was a member of the original team that shaped Trilogy Financial from its beginnings in 1999 and was instrumental in initiating the Tax Division in 2003 when the firm added tax preparation to its core services. He continues to manage the tax operation today.

He attributes his success to maintaining a positive outlook, calm rationale and sense of humor.

A resident of Palacio Del Mar in Carmel Valley, he enjoys sports and spending time with his wife, Bonnie, his son, Aidan and his daughter, Kelly.

CALL DOUG DIRECT AT
(858) 755-6696 ext. 3109
  Strategic Partners

ASK DOUG A QUESTION

 

 
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