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portrait of David K Phares II
FINANCIAL ADVISOR

David K Phares II

CFP®
406 Miller Ave, Shelbyville, IN 46176opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About David

In the summer, when I was about 11 or 12, I would ride my bike across town to my grandparents' house. I would cut their grass and then sit on the porch and visit before I rode back home. However, on one of those Saturdays, my grandpa (Pat Phares) said he wanted to introduce me to someone. He and I drove to his bank and he introduced me to Mr. Spencer, the branch manager. It was that day that sparked my never-ending interest in the function of money.

After attending Shelbyville High School, I obtained my finance degree from Ball State...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Insurance & Annuities
  • New Investors

Work History

  • Edward JonesMarch 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of IndianapolisMBA (Masters of Bus Admin)
  • Ball State UniversityBachelor of Arts and Science

Team Members

  • Tonya Ruf
    Associate Financial Advisor
  • Tara McDaniel
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(317) 398-3143

Fax

(888) 232-1551

Office Address

406 Miller Ave
Shelbyville, IN 46176opens in a new window

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