As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
I have worked in the financial industry for the last 12 years. My family and I love being apart of the Council Bluffs community. We are active members of the PTA, local sports organizations, volunteers for Nebraska Animal Loving Advocates, as well as the Alzheimer's and ALS community projects.
I am inspired by every client that I get the opportunity to work with. I can think of no better way to help my community prosper than by being invited to be a small part of helping my clients achieve their short and long term financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
Phone NumberDavid Lawrence at (712) 322-9500
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