Work History
Edward Jones
Edward JonesNovember 2008 to Current
FINANCIAL ADVISOR
CallSend Me a MessageDavid B Lilienthal
ABFP™, AAMS™, ADPA™, CRPC™, CRPS™
213-33 39th Avenue, Bayside, NY 11361opens in a new windowAccepting New Clients
Serving clients of all asset levels
About David
WHAT WE DO
I work hard to understand what's most important to you and your family. We use an established process to build personalized strategies to help you achieve your goals.
We are often introduced to folks as they approach retirement, change careers, sell a significant asset or receive an inheritance. We help you to successfully prepare for and navigate these transitions.
When I am working with you and your family, I strive to:
- Communicate proactively
- Identify and help mitigate risks to your strategy
- Coordinate and monitor your various investments
- Navigate market cycles to help you stay on track
- Review and update your...
I work hard to understand what's most important to you and your family. We use an established process to build personalized strategies to help you achieve your goals.
We are often introduced to folks as they approach retirement, change careers, sell a significant asset or receive an inheritance. We help you to successfully prepare for and navigate these transitions.
When I am working with you and your family, I strive to:
- Communicate proactively
- Identify and help mitigate risks to your strategy
- Coordinate and monitor your various investments
- Navigate market cycles to help you stay on track
- Review and update your...
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Divorce Finances
Work History
Edward Jones
Edward JonesNovember 2008 to Current
Certifications
ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™ADPA™
Accredited Domestic Partnership Advisor™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Education
St John's University-Jamaica
St John's University-JamaicaBachelor of Science
Education
St John's University-Jamaica
St John's University-JamaicaBachelor of Science
Personal Interests
- Pets
- Animal Rescue
- Football
- History and Museums
- Traveling
Team Members
Denise GlekasSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(718) 357-3701Fax
(877) 540-0625Office Address
213-33 39th AvenueBayside, NY 11361
Location
BaysideFor 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
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More