As an Edward Jones financial advisor, I believe it's important to invest our time to understand what is important to you before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I joined Edward Jones as a financial advisor in 2003 after eight years in the industry. I am a graduate of Louisiana Tech University with a bachelor's degree in music education. I also have a master's in choral music and vocal performance from Northeast Louisiana University and have completed doctoral work at Arizona State University. I earned the AAMS® designation in 2004 and the CFP® designation in 2012, both of which hold me to a higher standard of knowledge, service and ethics.
I have served on numerous boards in the past. I am currently a director for the McMath Band Scholarship Foundation, past president of the Lake Cities Chamber of Commerce and a current member and past president of the Lake Cities Lions Club. I am also the music director at my church in Denton.
Cheryl Wright, my senior branch office administrator, provides excellent client service. A native of north Texas, she has over 30 years of experience in the securities industry.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
- Art & Theater
Phone NumberDavid R Gilmore at (940) 321-6810
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