David Straightiff, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • College Savings
  • Entrepreneurs & Business Owners

About David

I am a seasoned financial advisor assisting clients in developing complete, tailored strategies to help them achieve their goals. I primarily assist clients with retirement income and savings strategies, charitable giving, estate and legacy strategies, and college savings. The trick to this is that none of the aforementioned items can be evaluated in a vacuum. Each component of your finances tends to be intertwined and connected. I truly enjoy the challenge of analyzing each client's entire financial picture and developing strategies to help them meet their goals as efficiently as possible.

After graduating as my high school's valedictorian, I attended the...

Work History

  • Edward JonesJuly 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of Mary WashingtonBachelor of Science

Team Members

  • Bronson Farr
    Associate Financial Advisor
  • Lauren Miller
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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