As an experienced Edward Jones financial advisor, Dave provides personalized service in all areas of wealth strategies, including planning for retirement, saving for college for children or grandchildren, and estate considerations. Working closely with you, your CPA, attorneys, and other professionals can help determine the most appropriate financial strategies for you and your loved ones.
Dave began his Edward Jones career in 2001, became a limited partner in 2004, and was named principal in 2013. He has qualified to attend nine Managing Partner’s Conferences, an annual event that recognizes the top 400 of the firms’ more than 18,000 financial advisors. What he is most proud of is how they have been of service to his clients over the years.
He earned a bachelor’s degree in business administration from Villanova University in 1990 and his MBA from Elon University in 1997. His wife, Julie, and he are very involved in their community through their three children and show gratitude for treating everyone they meet as a family.
With the support of his dedicated branch office administrators, Karen Shaw and Kendra Wood, their office is able to provide the highest level of service possible. Together they strive to meet their client’s needs and help them achieve the financial goals that are most important to them.