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.
I began my Edward Jones career in 1993 as a financial advisor here in Arroyo Grande. In 2019, I qualified to attend Edward Jones’ annual Financial Advisor Leaders Conference, an honor reserved for the firm’s top 1,200 financial advisors. Today, Edward Jones serves the Five Cities area from six convenient locations.
My wife of 29 years, Linda, and I have two daughters, one son and two grandchildren. Originally from Rochester, NY, I have lived on the Central Coast since 1987. We have lived in the Five Cities area since 1994.
My senior branch office administrators, Rebecca McKenzie and Virginia Smith, have been with me for 16 and 19 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.
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.
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|
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