Dave Wilson

After a 30-plus year career of owning businesses and managing employees, I came to work for Edward Jones in order to help new investors learn and seasoned investors understand more about their strategies using the many tools that Edward Jones provides financial advisors.

I always take extra time to get to know you prior to talking about investing. Understanding what is most important to our clients and developing a long-term strategy to help them achieve those goals is what my branch is all about. We want you to understand your options.

Becky and I are here to help you offering many appointment options. I am an early riser that hits the gym around 5:00 a.m. most days and likes to be at the office by 6:30 a.m.

As a former military contractor, I associate well with people who have served and their families. I have a diversified experience background to relate well with my clients. I am involved with Rotary Club, The Lake Meridian Community Board and the Covington Chamber. With my business ownership experience, at our office, we work well with small to medium businesses and their employees. We also can help many local company employees understand their options and how to invest them. We work with quite a few realtors on strategies to save for taxes and school district employees regarding their opportunities with Edward Jones.

We look forward to seeing you soon!