As an Edward Jones financial advisor, my goal is to earn the trust of my clients by providing financial solutions and investment strategies for their unique situations.
During our initial visit, we will discuss your financial goals. Together, we will construct a strategy to help achieve those goals tailored to your age and tolerance for risk. Finally, we will agree to ongoing monitoring of your progress.
Helping you plan for your retirement, saving for college and retirement income are my focus. Working closely with you and your CPA, estate attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I began my career as a financial advisor in 2007 with A.G. Edwards, and later, through acquisitions, was affiliated with Wells Fargo Advisors. I joined Edward Jones in 2013.
I earned the professional designation of Chartered Retirement Planning Counselor, or CRPC®, from the College for Financial Planning. Only those who complete the program, pass a final exam and sign a code of ethics and disclosure form may earn this designation.
My prior career experience include responsibilities of group manager and manager of four retail electronics stores for Tweeter, Inc. for 17 years. I also spent six years in sales and as a sales trainer at Mercedes-Benz Houston Greenway.
I attended San Jacinto College in Pasadena, TX, where I was on the dean's list and was the recipient of a scholarship from Lubrizol. I earned 60 hours toward an associate's degree as a career pilot.
A resident of the Houston area since 1981, I have been married for over 26 years and have two teenaged children.
My branch office administrator, Joan M. M. Barkovich, has over 10 years experience with Edward Jones and is dedicated to providing you with the highest level of service possible. Please feel free to call her with questions concerning your general administrative needs.
- Retirement Income Strategies
- Divorce Finances
- College Savings
- Estate & Legacy Strategies
- Employee Stock Options
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Movies & Entertainment
- Home Improvement
Office Address20475 State Hwy 249 Suite 425
Houston, TX 77070
Phone NumberDavid D Green at (281) 370-0036
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