David Terry, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

About David

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help you to understand where you are financially and where you want to be, and can work with you to establish an actionable plan to get there.

I earned a bachelor's degree in economics from The College of William and Mary and a master's degree in business administration with a concentration in finance from Virginia Commonwealth University. After over 20 years in...

Work History

  • Edward JonesMarch 2016 to Current

Education

  • VA Commonwealth UniversityMaster of Business Admin

Personal Interests

  • Music
  • Personal Fitness
  • Baseball
  • Home Improvement
  • Golfing

Team Members

  • Nancy Knudtson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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