As an Edward Jones financial advisor, I believe it's important to invest time in understanding what matters most to you before any discussion about investment securities. By having a clear understand of what goals you wish to accomplish and identifying your priorities, we can build appropriate financial strategies for you and your family. I am proud to know that during my tenure as a financial advisor I have helped many individuals and business owners prepare for and live comfortably throughout their retirement years. I've witnessed tuitions paid from funds accumulated in college savings plans; I've helped protect families from the devastation of an untimely death of a loved one or the high cost of long-term care expenses; and I provided investment strategies to help reduce taxable income.
Having over 23 years experience in the industry, I've been a financial advisor with Edward Jones for the past 12 years. During that time, I obtained my AAMS® Designation.
I attended the University of Baltimore and graduated with a bachelor's degree in business administration. I furthered my education at Pennsylvania State University, where I earned a master's degree in business administration.
Originally from Westminster, MD, I have lived in Waxhaw, NC since 2009 with my wife, Ella. We have been married for more than 30 years and have two sons and four grandchildren.
I serve the firm as a Diverse Inclusion Leader for our region. As an active member of the community, I serve as the chairman of the board of directors for the Union County Chamber of Commerce, a member of the Atrium Health Union Advisory Council, a member of the Board of Directors for the Union Power Cooperative and a trustee of our church.
My branch office administrator, Kim Howard, delights in meeting the administrative needs of our clients and helps us maintain a high Client Excellence Service score. Please don't hesitate to call her with any administrative questions and/or to schedule an appointment.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- College Savings
My Personal Interests
- Golfing
- Personal Fitness
- Snorkeling
- Traveling
- Volunteering
Office Information
Phone Number
David E Smith at (704) 225-1218- Kim Howard
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
- Kim Howard
- Sr. Branch Office Administrator
Branch Team
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