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 keep you on track to meet 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.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
Office Address41680 Miss Bessie Dr Suite 302
Leonardtown, MD 20650
Phone NumberDavid McDonough at (301) 997-1707
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