As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your accountant, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
In 2008, I began my Edward Jones career as a financial advisor in Prattville, AL. Prior to that, I attended the University of Alabama and graduated cum laude with a bachelor's degree in communication studies. In addition, I received the AAMS® professional designation in 2012, and I became a limited partner with Edward Jones in 2019.
My wife, Sarah, and I have three children, and enjoy traveling, serving at church and enjoying the great outdoors.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
My Personal Interests
- Spending Time with Family
Phone NumberDavid Greer at (334) 568-2055
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