About
Elliot
Elliot specializes in guiding high-net-worth individuals and families along their financial journey. His clients appreciate his collaborative approach and trust him to manage complex financial strategies. With a deep understanding of investments, estate planning, and taxation, Elliot helps clients build lasting legacies, transfer wealth effectively, and navigate business succession. His knowledge and experience extend to tax optimization, charitable giving, and comprehensive wealth management. He partners closely with clients and their legal and accounting teams to develop tailored solutions. Elliot’s commitment to exceptional service is evident in his extensive industry involvement and advanced credentials.
As president of the Estate Planning Council of Saint Louis and a legacy advisory board member for independent charities, Elliot is actively involved in the community. He is also a member of the National Association of Estate Planners and Councils and the New York City Estate Planning Council. A St. Louis native, Elliot lives in his hometown with his wife, Elise, and their daughter.
Education and Professional Milestones
-Golden Gate University - Master of Science in Taxation
-Degrees from Colorado College, University of New Orleans, and Boston University
Elliot specializes in guiding high-net-worth individuals and families along their financial journey. His clients appreciate his collaborative approach and trust him to manage complex financial strategies. With a deep understanding of investments, estate planning, and taxation, Elliot helps clients build lasting legacies, transfer wealth effectively, and navigate business succession. His knowledge and experience extend to tax optimization, charitable giving, and comprehensive wealth management. He partners closely with clients and their legal and accounting teams to develop tailored solutions. Elliot’s commitment to exceptional service is evident in his extensive industry involvement and advanced credentials.
As president of the Estate Planning Council of Saint Louis and a legacy advisory board member for independent charities, Elliot is actively involved in the community. He is also a member of the National Association of Estate Planners and Councils and the New York City Estate Planning Council. A St. Louis native, Elliot lives in his hometown with his wife, Elise, and their daughter.
Education and Professional Milestones
-Golden Gate University - Master of Science in Taxation
-Degrees from Colorado College, University of New Orleans, and Boston University