portrait of David Tanney
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

About David

How often have you been in a meeting with your current financial advisor and felt they are talking over you? As a CERTIFIED FINANCIAL PLANNER™ professional, my goal is to understand what is most important to you and help you achieve it through a personalized, easy-to-understand approach based on our risk tolerance and tax considerations. Connect with me today to review your financial strategy.

Where It All Started: Investing Since 11 Years Old
My late father ignited my passion for investing at a very young age. When I was 11 years old, he opened my eyes to the world of...

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Hospitality Professionals
  • Divorce Finances
  • LGBTQ+ Finances

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of FloridaMBA (Masters of Bus Admin)
  • Pennsylvania State UniversityBachelor of Science

Personal Interests

  • Running
  • Skydiving
  • Vintage Cars
  • Scuba Diving
  • Hiking

Team Members

  • Cora Bailey-Getz
    Branch Office Administrator

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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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

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