Skip to Main Content
David Smith, Financial Advisor

FINANCIAL ADVISOR
David D Smith

CFP®, CEPA®, AAMS™
843 Fairview Avenue B-1, Bowling Green, KY 42101opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Healthcare Professionals
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Values and Faith Based Investing
  • Charitable Giving

About David

Bowling Green has been my home for many years now. Here, I met my sweet wife, Kailyn, started our family and found a loving church family. After attending Florida College in Temple Terrace, I transferred to WKU to complete my degrees. My first career was teaching math. Now, I'm honored to provide personalized financial guidance — with the heart of a teacher.

Who we serve:
- Those saving for retirement and building a retirement income strategy
- Those looking for comprehensive financial advice and guidance
- Those who have sold a business or property and have over $250K in taxable proceeds
- Those with...

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Missouri-ColumbiaCertificate
  • Western Kentucky UnivBachelor of Arts

Personal Interests

  • Real Estate
  • Music
  • Golfing
  • Spending Time with Family
  • Vintage Cars

Team Members

  • Melissa Bailey
    Branch Office Administrator

Send Me a Message

* Required field
* 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 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(270) 783-4433

Fax

(888) 428-9717

Office Address

843 Fairview Avenue B-1
Bowling Green, KY 42101opens in a new window

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