Douglas Sklar

About Douglas Sklar

As a branch team, we are dedicated to comprehensively understanding the families we serve, going beyond just their financial situation. We focus on key areas that contribute to advanced planning, relationship management and aligning financial strategies with personal values. Advanced planning encompasses wealth enhancement, wealth transfer, protection and preservation, as well as charitable giving when it aligns with our clients’ interests. Our goal is to surpass mere investment recommendations and become a true resource in our clients’ financial journeys. As a financial advisor, I strive to delve into what truly matters to my clients. My role involves assisting them in addressing challenges and opportunities they recognize, while also identifying potential blind spots that my extensive 35-plus years of experience enables me to discern. I firmly believe that each individual is the captain of their own financial ship. My role is to serve as their navigator, guiding them in charting a course, anticipating risks and making necessary adjustments along the way. The most successful wealth management strategies address the primary concerns of affluent individuals, such as minimizing taxes, ensuring asset protection, efficiently transferring wealth and making a meaningful impact through philanthropy. By integrating these elements into a clear and personalized financial strategy, I empower my clients to confidently navigate their financial future. I have been with Edward Jones in Omak, Washington, since July 1992. Prior to that, I held the position of a financial advisor in California. My wife, Jacque, and I are blessed with two sons: Stephen, an Edward Jones financial advisor married to Emily, who aspires to become a teacher; and Gregory, an estate, probate and elder law attorney married to Larissa, also an Edward Jones financial advisor. Our reputation has afforded us the privilege of working with households across the nation. Krysta, Ginnie, Yvette and I are committed to making a profound impact on the lives of our clients and our community. We eagerly welcome the opportunity to assist you in navigating your financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Jul 1992 — Present · Omak, WA, US

   Our experience uniquely enables us to help families with diverse and advanced financial needs. Experience has taught us that families do not always recognize the need for our level of attention, but later sincerely appreciate it. Our Five Step Process – a personalized process to help build individualized strategies to help clients reach their goals - is cemented in truly wanting to understand what is important to our clients; then partnering with them throughout their life to keep them on track. We take advantage of a full suite of resources, tools, and research available to us from Edward Jones. From 2001 to 2010, I had the distinct privilege of being a Regional Leader for Edward Jones, which gave me responsibility for not only my own branch and clients, but also for over 50 other branch teams in North Central Washington and British Columbia, Canada. Being a Regional Leader for 10 years gave me a unique perspective on cultivating the health and growth of the region, as well as my own clients. In addition I have received ten invitations to the Edward Jones Managing Partners Conference, a gathering of the top 2.5% of all Edward Jones Advisors.I have a commitment and passion for helping others and have had the honor of being recognized as an outstanding mentor and coach. I continue to be flattered when my most successful clients reach out to me for coaching, mentoring and advice.