As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you're working toward before you invest your money. Through established processes and personalized strategies, we will partner together throughout your life to understand what is important to you and help keep you on track toward meeting your goals.
Since 1998, I have been working in the financial services industry partnering with financial advisors and their clients. After 20 years of working directly for global investment firms, I was invited to join John Walters' team as he transitioned into retirement. My familiarity with Edward Jones and belief in their philosophy of personal attention made joining the firm an easy decision.
Whether you're preparing for retirement, in retirement, transitioning careers or just starting out, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, my senior branch office administrator, Erika Miller, and I are dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to help deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Estate & Legacy Strategies
- Intergenerational Planning
- Military Professionals & Veterans
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Phone NumberDavid McDonough at (301) 997-1707
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More