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.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- College Savings
My Personal Interests
- Personal Fitness
Phone NumberDavid E Smith at (704) 225-1218
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