We provide wealth strategies that are personalized to each client’s individual needs and goals. We consistently review those goals and expectations with an annual review and monthly contact. Our clients have grown to expect great service, timely communication and a single point of contact.
My love for finance started when I was young. My brother and I would often talk about starting a business together. Everything from the lemonade stand when we were 7 and 8 years old, to owning a baseball equipment store when we were 15 and 16 years old. He would manage the operations and I would manage the people and the finances; at least, that's how we described it. Since then, my love for helping business owners realize their potential has driven me to do what I do. At Edward Jones, I am able to help business owners set goals and achieve them through a repeatable process that is tailored to each individual and business.
I am married to the love of my life, Courtney, who I met in the military. We have four wonderful children. My activities and lifestyle revolve around spending time with family and being outdoors. I enjoy snowboarding, backpacking and boardgames with my wife and kids. I also enjoy playing baseball in the local adult baseball league and have played on the same team since joining the league in 2010.
Because of my family life and active lifestyle, I understand the many struggles and issues that revolve around balancing today's family needs with tomorrow's goals.
Every time you call this branch, you will get myself or Denise Young, my branch office administrator. Our tailored response and availability for our clients creates an environment that allows us to be ready to respond when clients need us. Denise and I work closely together on a daily basis. She manages the day-to-day operations of the office, which allows me to focus on what matters most to our clients and gives me time each day to respond to client needs.
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Car Restoration
Phone NumberDavid N Greeley at (443) 445-3414
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