portrait of David M Smith

About David

My first experience at Edward Jones was over 20 years ago. My wife and I were clients. We understood the importance of saving and investing but not necessarily of all the aspects of how to do it. We were heavily invested in the financial sector, and we were not diversified at all. This was right before the 2008 financial crisis. Our financial advisor at Edward Jones talked to us about diversifying our portfolio to prepare for just that sort of market change. I realized then the importance of having someone looking out for us. He taught us the Edward Jones...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2019 to Current

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pets

Team Members

  • Gianna Maguire
    Branch Office Administrator

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