Founder And Ceo Of Dst Wealth Management Llc
Current
Apr 2019 - Present
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Ed Woolery Email & Phone Number
Deferred Sales Trust™ Consultant at The Estate Planning Team
at
DST Wealth Management, LLC
1 work email found
@myept.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Deferred Sales Trust™ Consultant at The Estate Planning Team
Location
San Diego County, California, United States
Company size
Who is Ed Woolery? Overview
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Quick answer
Ed Woolery is listed as Deferred Sales Trust™ Consultant at The Estate Planning Team at DST Wealth Management, LLC, a company with 8 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at myept.com and a matched LinkedIn profile for Ed Woolery.
Ed Woolery previously worked as Founder and CEO of DST Wealth Management LLC at Dst Wealth Management, Llc and DST Consultant at The Estate Planning Team. Ed Woolery studied at Michigan State University.
Company email context
Email format at DST Wealth Management, LLC
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{first_initial}{last}@myept.com
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AeroLeads found 1 current-domain work email signal for Ed Woolery. Compare company email patterns before reaching out.
Profile bio
About Ed Woolery
If capital gains tax prevents you from selling your property, you may want to consider the Deferred Sales Trust™. This tax code compliant program provides you with an income for life from asset proceeds. With additional planning you can even transfer the balance of the trust to your heirs - income tax, probate and estate tax free.
Listed skills include Investment Properties, Real Estate, Investments, Investors, and 6 others.
Current workplace
Ed Woolery's current company
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Dst Wealth Management, Llc
2 roles
Ed Woolery work experience
A career timeline built from the work history available for this profile.
Dst Consultant
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains tax deficits.
Jun 2011 - Apr 2019
2 education records
Ed Woolery education
Education record
Education record
FAQ
Frequently asked questions about Ed Woolery
Quick answers generated from the profile data available on this page.
What company does Ed Woolery work for?
Ed Woolery works for DST Wealth Management, LLC.
What is Ed Woolery's role at DST Wealth Management, LLC?
Ed Woolery is listed as Deferred Sales Trust™ Consultant at The Estate Planning Team at DST Wealth Management, LLC.
What is Ed Woolery's email address?
AeroLeads has found 1 work email signal at @myept.com for Ed Woolery at DST Wealth Management, LLC.
Where is Ed Woolery based?
Ed Woolery is based in San Diego County, California, United States while working with DST Wealth Management, LLC.
What companies has Ed Woolery worked for?
Ed Woolery has worked for Dst Wealth Management, Llc and The Estate Planning Team.
How can I contact Ed Woolery?
You can use AeroLeads to view verified contact signals for Ed Woolery at DST Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Ed Woolery attend?
Ed Woolery studied at Michigan State University.
What skills is Ed Woolery known for?
Ed Woolery is listed with skills including Investment Properties, Real Estate, Investments, Investors, Real Estate Transactions, Commercial Real Estate, Sales, and Management.
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