About Me

Doug Jobman, CFP® Vice President/Investments
 

(321) 832-7588

(800) 338-5851

djobman@stifel.com

400 International Parkway,
Suite 130 
Heathrow, Florida 32746

 

 

Doug Jobman, CFP®
Vice President/Investments, Branch Manager

With 30 years of experience helping families pursue their financial goals, I take great pride in working for a firm that truly believes in putting clients’ interests first.  I joined Stifel in 2018 upon the firm’s acquisition of Ziegler Wealth Management, where I served as a financial advisor since 1994.

Having attained the CERTIFIED FINANCIAL PLANNER certification, I have met the experience requirements of the CFP® Board, successfully completed financial planning coursework, and passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  I have maintained the CFP® certification for more than 22 years and am privileged to work closely with a select group of families and organizations to fully understand their unique investment needs and build a wealth management plan tailored to those needs.

Today, I gear my practice toward successful individuals who have saved or invested well over the years but are in need of an experienced professional to help them oversee their family’s financial affairs and keep their investments properly balanced.  I enjoy helping clients make smart investment decisions and explaining complicated financial topics in understandable ways.

I earned a Bachelor of Arts in International Studies from Bradley University and hold Series 4, 7, 24, 53, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Outside the office, my family and I are actively involved in our community.  My wife, Linda, and I also enjoy attending local theatre and touring Broadway performances, traveling, and spending time with friends and family.  Our daughter, Sierra, will be attending Wright State University in Dayton, Ohio.

 

Stifel does not provide tax or legal advice. You should consult your tax and legal advisors regarding your particular situation.