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portrait of David M Plumberg
FINANCIAL ADVISOR

David M Plumberg

751 E Debbie Lane Suite 101, Mansfield, TX 76063opens in a new window
Accepting New Clients
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About David

Financial advice means many things to many people. It's important for me to understand what it means to you before you invest your money. I help clients codify their family's financial vision. Would that be helpful for your family to understand where we are on your journey? Together, we can build a living, breathing strategy that we can check in with to see where you are.

The love of my life, Kaitlin, and I spend our “down time” involved in church and school activities for our son. We've never had anything handed to us. I joined the Navy to see the...

Focus Areas

  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2023 to Current
  • Merrill Lynch, Pierce, FennerOctober 2014 to November 2023

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(817) 473-2064

Fax

(855) 225-2693

Office Address

751 E Debbie Lane Suite 101
Mansfield, TX 76063opens in a new window

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