Doug Boock
Financial Advisor at Edward Jones | Retirement Planning | 401k Options | Estate Considerations | Financial Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Doug Boock
I enjoy being a financial advisor because it\'s similar to my service as an elder at church - I get to counsel, build relationships and help people every day. I see myself as a steward, entrusted with something very important to people - their money. It\'s a privilege I take seriously. My practice is built on several principles: VISION: I don\'t want the largest practice possible. I want one that focuses on doing what\'s best for my clients and earning a good reputation. I think a good name is to be more desired than great wealth. RELATIONSHIPS: My favorite part of my work is enjoying relationships with clients. I sincerely desire to know them well, and walk with them through life\'s ups and downs. CLIENTELE: People will most like our office if they value a relationship with their advisor and proactive counsel. My focus is retirement and estate considerations. Niches include faith-based people, widows and military veterans. PHILOSOPHY: I believe in high quality, diversified investments, and investing long-term. Risk should not exceed your comfort. Seek yield, but don\'t over-reach. Money is important in life, but not most important. I became a financial advisor in 2017 because I wanted to impact lives. I chose Edward Jones because I\'d seen its first-class integrity and professionalism in 30 years as a client. I now see it daily as an employee. Previously, I worked 18 years as a newspaper editor and 10 years in the insurance industry as a claims adjuster and sales representative. I was raised on a grain and livestock farm in western Illinois. I lived in that area until 2017, when my wife Tami and I moved our family from that area to be near her native Grand Rapids. She and I met at church camp. We have two adult children. Some day, I\'d like to share life with others regularly over a cup of For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Jun 2017 — Present · Grandville, MI, US
I help people reach their financial goals by offering proactive counsel. I focus on understanding my clients well so I can create strategies specific to them. I partner with them as they go through life to keep them on track for their goals.
Education
Augustana College
Bachelor of Science
1981 — 1984
Skills
- Editing
- Editorial
- Photoshop
- Public Speaking
- Copy Editing
- Research
- Writing
- Public Relations
- Microsoft Office
- Journalism
- Customer Service
- Storytelling
- Social Media
- Publishing
- Newspapers
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