I bring over a decade of experience in finance to help clients achieve their long-term financial goals. Our mission is to create lifelong relationships with our clients, strive to help them set realistic goals and provide them with the support they need to achieve their objectives.
I love being a Floridian and moved to Sarasota in 1999. After high school, I attended the University Of Florida where I earned my undergraduate degree in finance and master's degree from the College of Business. After an internship with a Big Four accounting firm, I moved to Tampa in 2009. My career started at the headquarters for a regional financial firm before continuing at a private consulting company. After a few years, I knew I wanted to do something different that would allow me to engage with both clients and the community. In 2012, Edward Jones provided that opportunity.
Being able to live and work in Tampa allows me to get involved locally. I'm a member of the Economic Club of Tampa and vice president of the MacDill Chapter of Partners In Network, and I serve on the marketing committee for the Hillsborough Education Foundation as well. Every year, I sponsor a team for the Tampa Walk to End Alzheimer's. At home, I am married to Ashley, and we are raising Dylan, born in 2015, Slater, born in 2018 and Matty, born in 2022. We are never bored!
Michelle Reiselt is my business partner and senior branch office administrator. She is dedicated to providing the highest level of skill and client service to everyone we work with. She graduated with a business/marketing degree in 1991 from Mississippi State University. She started working in this field in 1998. She has been with Edward Jones since 2002. She moved to Tampa to work with me in 2017.
There is nothing more important to us than understanding what's important to you. We'll use an established process to help you build personalized strategies to achieve your goals. We will partner together throughout your life to help keep you on track.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
- Business Retirement Plans
My Personal Interests
- Wine Collecting/Enthusiast
- Community Outreach
- Spending Time with Family
Phone NumberDave Schur at (813) 251-9222
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