WHAT WE DO
I work hard to understand what's most important to you and your family. We use an established process to build personalized strategies to help you achieve your goals.
We are often introduced to folks as they approach retirement, change careers, sell a significant asset or receive an inheritance. We help you to successfully prepare for and navigate these transitions.
When I am working with you and your family, I strive to:
- Communicate proactively
- Identify and help mitigate risks to your strategy
- Coordinate and monitor your various investments
- Navigate market cycles to help you stay on track
- Review and update your strategy as your situation changes
- Partner with your accountant, lawyer or anyone else on your financial team
WHO I AM
I joined Edward Jones as a financial advisor in 2008 and became a limited partner with the firm in 2018.
Since joining Edward Jones, I have earned the following professional designations:
- AAMS™ or Accredited Asset Management Specialist™* (2010)
- CRPC™ or Chartered Retirement Planning Counselor™ (2014)
- ADPA™ or Accredited Domestic Partnership Advisor™ (2014)
- CRPS™ or Chartered Retirement Plans Specialist™ (2016)
Luckily enough, I get to live and work in Bayside where I grew up.
In my spare time, I enjoy being a husband and father to my daughter, Emma, and son, Jack. We love to watch and play sports together! Giants, Rangers, Knicks and Yankees! Our favorite vacation spot is Disney, but we also love the beaches and amusement parks across the country!
I enjoy donating to various charities (ASPCA and North Shore Animal League most preferred, as I love animals!). We also help on Bell Boulevard with the local BID.
OUR BRANCH TEAM
My branch office administrator, Denise Glekas, and I have worked together since 2010. Denise also became a limited partner in our firm in 2018.
Denise and I both hail from the Bayside area. Like myself, Denise is also a St Johns Graduate. In her spare time, she enjoys spending time with her family and trips to Greece!
Please call me anytime at 718-357-3701 or email me at [email protected].
*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Divorce Finances
My Personal Interests
- Animal Rescue
- History and Museums
Office Address213-33 39th Avenue
Bayside, NY 11361 opens in a new window
Phone NumberDavid B Lilienthal at (718) 357-3701
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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