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David V Plaisted - FINANCIAL ADVISOR in Toccoa, GA

David V Plaisted

FINANCIAL ADVISOR

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At Edward Jones, our primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. We have built our business by treating our clients as we would want to be treated, a simple idea t...... Show More
Location & Business Hours
Business Hours
Fri
8 AM to 5 PM
Sat
closed
Sun
closed
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About
At Edward Jones, our primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.I joined Edward Jones as a financial advisor in 1982 and have been serving the Toccoa area for over 40 years. I became a limited partner with Edward Jones in 1986. In 2004, I qualified to attend Edward Jones' annual Managing Partner's Conference, an honor reserved for the firm's top 350 financial advisors.My wife, Melissa, and I have three married children, all residing in Toccoa and Stephens County with our four grandchildren. I am an active member of the community, having served as past president for the Toccoa Stephens County Chamber of Commerce and the Rotary Club of Toccoa. I am also an active member of the Toccoa First United Methodist Church. I served as a member of the Edward Jones Grassroots Task Force from 1996-2000, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industry's only volunteer advocacy organization. My senior branch office administrator, Cathy Ventura, and branch office administrator, Maegan Holt, have over 35 years of combined experience and are dedicated to providing you with the highest level of service possible. Please do not hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Specialities
Business Retirement Plans
College Savings
Retirement Savings Strategies
Retirement Income Strategies
55
/850
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FAQs
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What organization is David V Plaisted associated with?
David V Plaisted is associated with Edward Jones.
What is David V Plaisted’s work email address?
David V Plaisted’s professional email address is d************d@e**********.com. You can also email David V Plaisted by clicking on the contact David V Plaisted.
Where is David V Plaisted based out of?
David V Plaisted’s primary location is Toccoa, GA.
What is David V Plaisted's phone number?
David V Plaisted's phone number is (706) 886-0411
What is David V Plaisted's title??
David V Plaisted is a FINANCIAL ADVISOR.