portrait of David G Brockway

About David

As a young child, I first became interested in the investment world while bonding with my father who taught me the true meaning behind the stock market page in the Santa Maria Times… Owning quality investments to help achieve lifelong dreams.

I work with individuals, families and business owners committed to their retirements and transferring their wealth in an increasingly complex and volatile investment environment and who want to live comfortably and create a meaningful legacy following Edward Jones' client-first perspective.

For 20-plus-years, I have focused on what's important to you, the long-term investor. Utilizing a well-established 5-step process to clearly articulate...

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances
  • Intergenerational Planning
  • Portfolio Reviews
  • Special Needs Financial Considerations

Work History

  • Edward JonesAugust 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Aviation
  • Camping
  • Golfing
  • Outdoor Enthusiast
  • Volunteering

Team Members

  • Misty Palmer
    Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More