Because of my passion to help others succeed and the firm’s focus on the serious, long-term investor, I chose to join Edward Jones in 2001 as a financial advisor. In 2010, I was invited to become a limited partner in the firm.
My team and I work closely with business owners, executives and retired individuals to help them achieve their financial goals as well as strive to help them make sense of investing. My clients and I partner together by exercising a disciplined process that does not predict but rather prepares personalized strategies based on evolving client goals and current conditions. Together, my clients and I develop personalized wealth strategies, asset protection strategies well as estate and legacy strategies.
I received my undergraduate degree from Texas A&M in College Station and a Master of Science degree from the University of Southern California. As an Edward Jones financial advisor, I hold the life, accident and health insurance agent license as well as the FINRA 7 and 66 registrations. In 2012, I achieved the CFP® certification.
Outside of the office, I am active in the Alamo Heights Chamber of Commerce as a former president and the Alamo Heights Rotary Club as a former president. My wife, Maureen, and I reside in San Antonio. We have two daughters, two sons and five grandchildren.
Focus areas
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Charitable Giving
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
- Backpacking
- Mountain Biking
- Community Outreach
Personal Interests
- Backpacking
- Mountain Biking
- Community Outreach
Office Information
Office Address
1828 NacogdochesSan Antonio, TX 78209 opens in a new window
Phone Number
David J Clapp at (210) 824-0369Branch Team
- Linda Heck
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Linda Heck
- Sr. Branch Office Administrator
Branch Team
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