portrait of Dave Mazzini
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Dave

Envisioning retirement/financial goals is each person's responsibility. Helping you and your family get there is ours. We can help you develop a personalized strategy toward your retirement goals, planning for a second home, saving for college, growing your estate as well assist you and your family with protection needs. Each person and family has their own specific goals that are important to them. Effectively planning and protecting your retirement or any other goal can involve a variety of accounts, investment products and lots of rules and regulations which can be overwhelming for some. Let myself and Edward Jones help navigate...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Architects and Engineers
  • Accountants

Work History

  • Edward JonesAugust 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Syracuse UniversityMasters

Personal Interests

  • Personal Fitness
  • Cooking
  • Sports Enthusiast
  • Real Estate
  • Outdoor Enthusiast

Team Members

  • Karen DeSantis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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