Edward K. McDougal

CFP®

Financial Advisor

“At the end of the day, it's not about what you have or even what you've accomplished. It's about what you've done with those accomplishments. It’s about who you've lifted up, who you've made better. It’s about what you've given back.” – Denzel Washington

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Edward has been involved in the financial services industry since 2019. Prior to joining Savant, he was a client specialist for an international broker-dealer firm. Edward has extensive experience with financial, tax, retirement, and estate planning, primarily working with individuals, multigenerational families, and C-suite executives. He uses a values-based approach, helping to align his clients’ financial strategies with their personal values and goals.

Edward earned a bachelor of arts degree in international relations with a minor in economics from Wheaton (IL) College. He is a CERTIFIED FINANCIAL PLANNER® professional.

Edward is a dedicated mentor and tutor and an active member of Lincoln Park Community Church. He serves on the boards of the River City Community Development Center and the Chicago Chess Foundation. Having traveled to 64 countries, Edward loves connecting with people and learning about different cultures, though his favorite part of any trip is returning home to Chicago. With deep roots in the community, he spends his weekends golfing or coaching soccer at Trevian Soccer Club. He also enjoys reading, cycling, and spending time with family and friends. His day is always brightened by hearing from clients and having the opportunity to listen, serve, and care for them.


Education &
Designations

  • Wheaton (IL) College
    Bachelor of Arts in International Relations
  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

  • River City Community Development Center – board member
  • Chicago Chess Foundation – board member
  • Trevian Soccer Club – soccer coach
  • Lincoln Park Community Church – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.