portrait of David Trimmer

About David

With so many decisions in life, sometimes we need guidance from people we can trust. As a branch team, Amber and I take pride in delivering a personalized approach with a commitment to understanding what's most important to you, as a client. That only happens when quality service is effectively integrated with technology – a focus I have had since beginning my practice with Edward Jones in 2003.

While my CFP® certification and AAMS™ designation are upheld to provide an effective foundation in delivering comprehensive advice and guidance, it's the engagement in partnership with clients which sets us apart. We remain...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesSeptember 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kaplan University-DavenportCertificate
  • University of CincinnatiBachelor of Science

Personal Interests

  • Soccer
  • Coaching Sports
  • Golfing
  • Fishing
  • Music

Team Members

  • Amber Parsons
    Sr. Branch Office Administrator
    FPQP®

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 By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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