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portrait of Liz David
FINANCIAL ADVISOR

Liz David

CFP®
201 Thomas Johnson Drive, Suite 206, Frederick, MD 21702opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Liz

Early in my career, I found myself sitting across the table from a widow in tears. She was desperate for guidance and wanted me to be her financial advisor. In this moment, I knew I was meant to pursue a career that would allow me to live and work in service of others. Over the following years, I honed my skills as a financial advisor, determined to be able to offer sound guidance the next time the opportunity presented itself.

I consider myself incredibly fortunate to do meaningful work alongside my clients. The long-lasting partnerships we build are the foundation to...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies

Work History

  • Edward JonesSeptember 2023 to Current
  • Blue Heron Financial GroupJune 2007 to August 2023

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Clemson UniversityBachelor of Arts

Personal Interests

  • Gardening
  • Golfing
  • Health & Nutrition
  • Hiking
  • Outdoor Enthusiast

Team Members

  • Cecelia Kirchman
    Sr. Branch Office Administrator
  • Melinda Dean
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(301) 694-7770

Fax

(888) 466-1423

Office Address

201 Thomas Johnson Drive
Suite 206
Frederick, MD 21702opens in a new window

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