portrait of David R Carson

About David

I use an established process to understand and partner with you to plan your financial future and understand your financial goals.

The key to successful investing is to develop a strategy now that can help you reach your future goals. As your Edward Jones financial advisor, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy for your goals.

I have over 30 years of experience in the financial services industry focused on building relationships with retail and institutional clients, and I am proud to be a part of the exceptional team...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

Education

  • Long Island Univ-NorthvaleMaster of Science

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