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 CPA, 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.
I joined Edward Jones as a financial advisor in 2009, opening the firm’s first branch office in Palm Beach, FL. I have served the firm regionally as a visiting veteran, mentor, secondary recruiting leader, hiring team member, field trainer, field trainer leader and performance leader, and now hold an area role.
I earned bachelor's degree from Massillon Baptist College and a master's from Covington Theological Seminary. In addition, I received the AAMS® professional designation in 2011.
I have been married to my wife, Sharon, for over 20 years and we have a 5-year-old son, Patraic.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Employee Stock Options
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
Phone NumberDavid OMalley at (561) 833-9123
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 04:00PM|
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