Douglas Eaton, Accredited Investment Fiduciary®, CDFA®
Wealth Advisor
Phone: (954) 575-9323 ext.1000
Email Doug@eatonfinancialgroup.com
My father’s debilitating illness, rendering him unable to work, inspired me to become a financial advisor and drives my passion for planning to this day….
Sharon Goldberg
Director of Client Relationships
Phone: (954) 575-9323 ext. 2000
Email Sharon@EatonFinancialGroup.com
Sharon has been a valued member of our management team since August 2011. With over 20 years of experience in Corporate Communication, she is in charge of account opening and maintaining superior level service for all our clients.
Michele Anthony
Director of Operations
Phone: (954) 575-9323 ext.3000
Email Michele@EatonFinancialGroup
Michele joined the firm in March of 2020. She is in charge of running the firm’s operations/automation, managing the firm’s contact management system, maintaining and updating the technology platforms, and assisting clients where needed.
Susan Town
Compliance and Billing Manager
Phone: (954) 575-9323
Email susan@eatonfinancialgroup.com
Susan handles compliance and client billing functions for the firm. She appreciates the importance of relationships, ownership, and follow-through. A trusted expert in her field for over 20 years, she manages and executes on critical initiatives and tasks for the firm and its clients…
Elizabeth Eaton
Marketing Associate
Phone: (954) 575-9323
Email lizzie@efgplan.com
Lizzie’s assists with marketing/social media related projects, and moderates client conference calls for the firm. Her passion is how the world communicates with one another through the ever-changing world of marketing. She is currently a student at Florida State University, pursuing a Bachelor of Science degree in Marketing…