portrait of Dave Trabucco

About Dave

Throughout my career, I've been honored to work with generations of families and businesses to have a positive impact on the lives and legacies of my clients.

It's my passion to create an exceptional client experience and foster long-term relationships based on high standards of trust, communication and excellence, true value of service and keen attention to detail.

As a trusted financial advisor, I aim to uncover, explore and respect the passions, hopes and dreams of my clients. This allows me to tailor personal investment and estate strategies that enhance their lives – both current and future.

In addition to working with...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Divorce Finances

Work History

  • Edward JonesDecember 1999 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Olivet Nazarene UnivMBA (Masters of Bus Admin)
  • Southern IL Univ CarbondaleBachelor of Science

Personal Interests

  • Health & Nutrition
  • Music
  • Hiking
  • Outdoor Enthusiast
  • Photography

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