portrait of David L Beerman
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About David

I chose to join Edward Jones because I'm passionate about helping people achieve their goals. Growing up, our family often relocated for work, so we never seemed to have enough money. From an early age, my parents taught us the importance of managing money. The reality of our financial situation became apparent when I graduated high school. I had worked full time for three years and saved my money, but even with scholarships, the price of tuition was out of reach for most schools. By the time I graduated, I was in debt.

Before partnering with Edward Jones, I worked...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Teachers and Professors
  • LGBTQ+ Finances
  • Divorce Finances

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Western Carolina UniversityBachelor of Science

Personal Interests

  • Volunteering
  • Reading
  • Cooking
  • Hiking
  • Pets

Team Members

  • Shannon Mascola
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 02:00PM
Wed Closed for Holiday
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More