David Smith, Financial Advisor located in Monroe, NC

Financial Advisor
David E Smith

MBA, ChFC®, AAMS®
1995 Wellness Blvd Suite 230, Monroe, NC 28110opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • College Savings

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Personal Fitness
  • Snorkeling
  • Traveling
  • Volunteering

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(704) 225-1218

Fax

(888) 616-3343

Office Address

1995 Wellness Blvd Suite 230
Monroe, NC 28110opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.