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

About Dave

2025 marks my 25th year as a financial advisor with Edward Jones, but not all at once. Allow me to explain.

My Edward Jones career began in 1987, opening our firm's first branch office in Scottsburg, Indiana. I then opened our second New Albany, IN, branch in 1992 and served our clients until 1996.

From 1996 to 2010, I worked with PGA TOUR golf professional Fuzzy Zoeller to launch "The Wolf Challenge," an annual pro-celebrity golf event held at Covered Bridge Golf Club. As a bonus, I was able to work with a lot of very interesting people in the worlds of...

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Work History

  • Edward JonesJune 2011 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • CAP®

    Chartered Advisor in Philanthropy®

Education

  • Indiana State Univ-Terre HauteBachelor of Business Admin

Personal Interests

  • Golfing
  • Cooking
  • Traveling
  • Spending Time with Family
  • History and Museums

Team Members

  • Dana Jones
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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