My story as an Edward Jones financial advisor began when I joined the firm back in 2016. The first part of my career started in 2003, which was spent working for my family's insurance and financial services firm in Naperville, IL, as I was finishing my B.S. degree in computer science. However, my passion for investing started at the age of 17 when my consumer economics teacher gave extra-credit points for opening and managing a Roth IRA. It wasn't long after this that I discovered the impact a long-term financial plan can have on a person's future.
I spent 14 years helping to run my family's business, but after losing passion for the work I was doing, I started looking inward and upward to figure out what I was being called to do. I concluded that I needed to start using my talents and passion to start helping people work toward their financial goals. Edward Jones had always been the firm I wanted to be a part of, so after an arduous application process, a job offer and happy acceptance, my wife, Vanessa, and I decided to take this opportunity to move somewhere that had more to offer our family and build my business.
After searching the entire United States for a place to call home, we eventually set our sights on the Carolinas, and later zeroed in on the beautiful lake community of Seneca, SC. The area ended up being so much better than we could have ever imagined. Our decision was solidified to take the next steps, and we are now so happy to be a part of this community.
Today, I am so blessed to have the opportunity to do what I do. As an Edward Jones financial advisor, I get to work with new and existing clients in our community every day. If you are considering becoming a client, my pledge is to listen and understand what’s important to you. I will use an established process to build a personalized strategy to help reach your goals. Then, I will partner with you throughout your life to help keep you on track. My primary goal is to be known in our community as an advisor who truly helps people, and we’re not alone in the process. Between my Senior Branch Office Administrator, Kris Tompkins, the thousands of people within our firm, combined with advanced technology… We have the support we need to help ensure you receive the current and comprehensive guidance you deserve.
I look forward to the opportunity to be of service.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
Phone NumberDavid Adrian Jr at (864) 882-5763
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
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