Work History
Edward Jones
Edward JonesMay 2012 to Current
About David
I joined Edward Jones in 2012, beginning my path to becoming a financial advisor early in life. Initially, I worked in our home office in St. Louis, Missouri, assisting clients across the country to meet their financial goals. I was fortunate enough to be selected to transition into my Shawnee, OK, office in 2013.
As a financial advisor, I see my first priority as getting to know you. We will be partnering together for the rest of your life, and understanding what is important to you is of the upmost importance. Once we have identified your goals, we will work together...
As a financial advisor, I see my first priority as getting to know you. We will be partnering together for the rest of your life, and understanding what is important to you is of the upmost importance. Once we have identified your goals, we will work together...
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
- Retirement Savings Strategies
Work History
Edward Jones
Edward JonesMay 2012 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®
Education
Oklahoma State University
Oklahoma State UniversityBachelor of Science
Education
Oklahoma State University
Oklahoma State UniversityBachelor of Science
Personal Interests
- Hiking
- Health & Nutrition
- Outdoor Enthusiast
- Running
- Cycling
Team Members
Katie NightingaleBranch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
ShawneeFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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