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David Laster, Financial Advisor

FINANCIAL ADVISOR
David S Laster

CFA®
421 Route 59 Ste 10, Monsey, NY 10952opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

About David

As a financial advisor, I enjoy developing long-term relationships with clients centered around building wealth, setting and reaching their unique goals, and leaving a legacy. I use an established process to help clients achieve what matters to them most.

I have earned a Ph.D. in economics from Columbia University and the CFA® designation. This equips me to understand market developments, assist with complex client needs and collaborate with your tax and legal professionals to formulate tax-efficient, risk-controlled investment and income strategies. Another of my areas of focus is helping people decide when they are able to retire well.

When working with individuals...

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • CFA®

    Chartered Financial Analyst®

Education

  • Columbia UniversityDoctor of Philosophy
  • Yale UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Walking
  • Reading

Team Members

  • Michael Bitton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 05:30PM
Tue 09:30AM - 05:30PM
Wed 09:30AM - 05:30PM
Thu 09:30AM - 05:30PM
Fri 09:30AM - 02:00PM
Sat Closed
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(845) 352-7498

Fax

(888) 428-9709

Office Address

421 Route 59 Ste 10
Monsey, NY 10952opens in a new window

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