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David Moscardelli, Financial Advisor

FINANCIAL ADVISOR
David M Moscardelli

AAMS™
405 South Mission St, Suite G, Mount Pleasant, MI 48858opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

About David

As a financial advisor, I have always approached my clients with the heart of a teacher. I want my clients to understand each investment and know why they own that particular investment, as well as understand the cost to own it or to manage the account.

I have been a financial advisor in Mt. Pleasant, MI, since 2002, serving individual investors, small businesses and community organizations.

I have been involved in my community in many ways. I have been an active member of the Mt. Pleasant Chamber of Commerce, serving in many leadership roles including chairman of the chamber board....

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ferris State UnivBachelor of Science
  • Ferris State UnivBachelors

Personal Interests

  • Aviation
  • Football
  • Health & Nutrition
  • Movies & Entertainment
  • Scuba Diving

Team Members

  • Jacki Starr
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(989) 772-3262

Fax

(833) 249-6341

Office Address

405 South Mission St
Suite G
Mount Pleasant, MI 48858opens in a new window

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