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portrait of David V Milford
FINANCIAL ADVISOR

David V Milford

CFP®, CLU®
Palmer Square, 17 Hulfish Street Suite 260, Princeton, NJ 08542opens in a new window
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About David

Planning your financial security is one of the most important things you will do in your life. As a financial advisor with Edward Jones, I can help you build your wealth, live generously and also leave a legacy. By using an established process to formulate a personalized plan, together, we can achieve what is most important to you.

Prior to joining Edward Jones, I spent 14 years at Johnson & Johnson and Novartis Pharmaceuticals in a number of corporate finance and analytical roles. Using skills I gained from forecasting new product launches and optimizing budgets, I am now helping clients with...

Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities
  • New Investors

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CLU®

    Chartered Life Underwriter®

Education

  • University of Notre DameMaster of Science
  • Florida State UniversityBachelors

Team Members

  • Linda Kerins
    Branch Office Administrator

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Office Information

Phone

(609) 924-3451

Fax

(877) 479-5310

Office Address

Palmer Square
17 Hulfish Street Suite 260
Princeton, NJ 08542opens in a new window

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