As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. If you're reading this, I believe you have come to the right place. I have built my practice of serving clients here for over 20 years.
There are a multitude of financial considerations and most likely an important personal reason for you that you are looking to address. Let me help you! That's the best part of my work.
Whether you're planning for a comfortable retirement or living in retirement (income and tax savings), transferring wealth effectively and efficiently to next generation (family or charity), saving for college for children or grandchildren, or just trying to protect the financial future for those you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress (regular communication) to help make sure you stay on track (account reviews) to determine if any adjustments need to be made. Throughout it all, we are dedicated to providing you top-notch client service. We love our clients!
In summary, when it comes to your wealth, I can help you:
SIMPLIFY: Where you stand financially.
BUILD: Tailored with risk, comfort level and goals.
PROTECT: Prepare for unexpected events.
TRANSFER: Effectively and efficiently to the next generation.
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 deliver a comprehensive strategy that leverages everyone's expertise. For your benefit, we can help you develop a complete, tailored strategy to set and achieve your financial goals.
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Art & Theater
Phone NumberDavid A Burns at (801) 451-7229
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More