As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
I began my Edward Jones career in 1993 as a financial advisor here in Arroyo Grande. In 2021, I qualified to attend Edward Jones’ annual Managing Partner's Conference, an honor reserved for the firm’s top 400 financial advisors. Today, Edward Jones serves the Five Cities area from six convenient locations.
My wife of 31 years, Linda, and I have two daughters, one son and five grandchildren. Originally from Rochester, NY, I have lived on the Central Coast since 1987.
My Senior Branch Office Administrators, Rebecca McKenzie and Virginia Smith, have been with the firm for 19 and 21 years respectively and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.
Our email is [email protected].
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Community Outreach
Phone NumberBill Dugan Jr at (805) 489-1636
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More