portrait of David Troutman

About David

In 1994, I graduated from Ohio University with a Bachelor of Science in industrial and systems engineering and was commissioned a Second Lieutenant in the United States Army Corps of Engineers. I served 23 years throughout the world, including combat tours in Laos, Kosovo, Iraq and Afghanistan.

Early in my career, I enjoyed learning about and preparing for my financial future. I then began helping soldiers and family members prepare for their futures, as well. I formally continued my education by completing my MBA with a concentration in finance in 2005. I enjoyed serving our great nation during my Army career....

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2017 to Current

Education

  • Touro University InternationalMasters
  • Ohio University-AthensBachelor of Science

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 07:00PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 07:00PM
Thu 09:00AM - 07:00PM
Fri 09:00AM - 07:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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