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Dave Burgett, Financial Advisor

FINANCIAL ADVISOR
Dave Burgett

CFP®, AAMS™
700 W Cherry St, Suite A, Sunbury, OH 43074opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

About Dave

I have been a financial advisor with Edward Jones since 2010, serving the needs of individual investors in our community. I develop and implement financial strategies that are centered around my clients achieving their goals, both short and long term. Whether its's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care most for, we take the time to identify each goal and develop the strategy to address it.

I received my undergraduate degree from The University of Nebraska. In 2018, I achieved the CFP® designation. I...

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Nebraska at LincolnBachelor of Business Admin

Personal Interests

  • Golfing
  • Health & Nutrition
  • Reading
  • Traveling
  • Active Lifestyle

Team Members

  • Denise Cross
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(740) 936-5148

Fax

(877) 222-5652

Office Address

700 W Cherry St
Suite A
Sunbury, OH 43074opens in a new window

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