As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you can have more options when you retire, regardless of what you decide to do.
My ideal clients are those who want to carefully and thoughtfully work toward financial goals that range from preparing for or living in retirement, to sending children to college or estate considerations. No two scenarios are the same, and neither are the approaches to developing the strategies for helping achieve those goals.
On a personal note, I earned a bachelor's degree in business administration with a concentration in accounting from the University of North Carolina at Chapel Hill in 1980. In addition, I received the AAMS® professional designation in 2007.
My family and I have lived in the Oak Ridge area since 2001. I have been married to my wife, Tammy, for 35 years and we have one son, Jonathan, who is married and lives in Gastonia, NC. Our 1-year-old granddaughter, Isabel, is my pride and joy.
I am an active member of the community and serve in numerous capacities in my church. I have served as a board member of the Merchants of Oak Ridge and as a board member and a two-time past president of the Northwest Guilford Kiwanis Club.
My senior branch office administrator, Kathy Lovato, has 10 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions.
Now more than ever, our team wants to meet clients on their terms. Our established process allows us to help clients either in person or virtually. Let's start the conversation at (336) 644-1473. I look forward to helping you achieve your financial goals.
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
Office Address8004 Linville Rd Suite A
Oak Ridge, NC 27310
Mailing AddressP O Box 625
Oak Ridge, NC 27310
Phone NumberDavid Bowman at (336) 644-1473
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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