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portrait of David W Hart
FINANCIAL ADVISOR

David W Hart

AAMS™
705 West Superior St, Wayland, MI 49348opens in a new window
CallSend Me a Message

About David

I assist individuals and businesses with achieving their financial goals by partnering with them and their CPA, attorney and other professionals. With over 38 years in the financial services industry (including bank trust, estate administration, financial planning and investment management), I strive to provide you with a comprehensive strategy to achieve your goals and dreams.

Our branch uses an established process designed to help our clients face the future with anticipation rather than apprehension while empowering them to be good stewards over their finances. We use regularly scheduled meetings to help make sure our clients are on track to meet their...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesJanuary 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Bob Jones UniversityBachelor of Science

Personal Interests

  • Community Outreach
  • Hunting
  • Art & Theater
  • Outdoor Enthusiast
  • Sports Enthusiast

Team Members

  • Anita Buckowing
    Sr. Branch Office Administrator
  • Trish Bellgraph
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(269) 792-1342

Fax

(877) 222-1466

Office Address

705 West Superior St
Wayland, MI 49348opens in a new window

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