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David P Smith Jr

Financial Advisor

5.0
(1)
Experience and BackgroundAs an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. We work closely with you and your CPA, attorney and...... Show More
Location & Business Hours
Thursday
08:00AM to 04:30PM
Friday
08:00AM to 04:30PM
Saturday
appointment
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5.0
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About
Experience and BackgroundAs an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. We work closely with you and your CPA, attorney and other professionals. Together we can create a financial strategy that gives you options for you and your family.I became an Edward Jones financial advisor in 2005 and was named a limited partner in 2016. I am a U.S. Army combat veteran and served in Desert Storm.My passions in life include travel and family. My next trip will be to see the Northern Lights. The best places in the world to view them are closer to the Arctic Circle. I have one daughter and four busy grandsons.We host our annual toy drive for the children of DFW. Our branch begins collecting donations in October through early December and to date, over 32,000 toys have been distributed throughout the metroplex. My branch team consists of Pat Fioretti, the branch office administrator and other trusted professionals. We work best with clients who listen to our advice, have goals they want to achieve and a desire to increase their financial security.If you are looking for a financial advisor, please give us a call. We can schedule a time to get together or set up a virtual appointment to discuss what is important to you. Together, we can develop a strategy to help make it happen.Work History - Edward Jones October 2005 – PresentFocus Areas- Investors Saving for Retirement- Retirees- College Savers- Individuals with Insurance Needs- Individuals with Estate Considerations
Specialities
Retirement Savings Strategies
Estate & Legacy Strategies
Military Professionals & Veterans
LGBT Finances
Retirement Income Strategies
Socially Conscious Investing
Traveling
Volunteering
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55
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FAQs
Here are some Frequently Asked Questions about David P Smith Jr
What organization is David P Smith Jr associated with?
David P Smith Jr is associated with Edward Jones.
What is David P Smith Jr’s work email address?
David P Smith Jr’s professional email address is d**********2@e**********.com. You can also email David P Smith Jr by clicking on the contact David P Smith Jr.
Where is David P Smith Jr based out of?
David P Smith Jr’s primary location is Dallas, TX.
What is David P Smith Jr's phone number?
David P Smith Jr's phone number is (469) 372-1587
What is David P Smith Jr's title??
David P Smith Jr is a Financial Advisor.