I am a seasoned financial advisor with more than 12 years of experience in helping individuals reach their financial goals. We are willing to partner with your accountant, lawyer and anyone else on your financial team to help achieve your financial goals as best as possible.
My branch office administrator, Denise Glekas, and I strive each day to provide an exceptional experience on a daily basis. We provide individualized service to everyone based on their needs and what they plan to do. Denise and I have both hailed from the Bayside area essentially for all our lives.
Since joining Edward Jones, I have obtained the following professional designations:
-AAMS® Accredited Asset Management Specialist(SM)* (Obtained 2010)
-CRPC® Chartered Retirement Plan Counselor(SM) (Obtained 2014)
-ADPA® Accredited Domestic Partnership Advisor(SM) (Obtained 2014)
-CRPS® Chartered Retirement Plan Specialist(SM) (Obtained 2016)
I truly enjoy my job and helping people of all kinds reach and obtain their goals. Luckily enough, I get to live in Bayside close to work with my wife, son and daughter. I enjoy working on and donating to various charities as well as assisting on the Bell Boulevard BID in our area.
Please contact my office about the best and most efficient ways we can work together.
*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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