As an Edward Jones financial advisor I believe that investing my time in understanding your goals is the most important part of our process before we invest your money. Working closely with you, your CPA, attorney and other professionals, my team and I can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings to provide more options when you retire, regardless of what you decide to do.
I came to Edward Jones in 2013 because I had a deep desire to establish meaningful relationships with others. My passion and drive comes from helping you reach your goals, protect your family from the unexpected and create a legacy for the next generation. I became a limited partner with the firm in 2019 and have served the firm in several capacities including recruiting team member, field trainer and level leader.
Our branch team consists of myself and senior branch office administrator, Jennifer Cain. Jennifer and her husband, Bud, raised all three of their boys in Nacogdoches. Jennifer excels at providing the ideal client experience and making our clients feel like family.
I am a seventh generation Nacogdoches county native. I graduated from Ole Miss with a Bachelor of Business Administration and a major in finance while also playing for the baseball team where we won a SEC championship and made the super regionals my junior year. I was drafted by the NY Mets and played baseball professionally for three seasons before coming home to Nacogdoches.
As part of the Nacogdoches community I am a member of the Nacogdoches Chamber of Commerce and the Fredonia Hill Baptist Church. My wife, Caitlin, is an Intervention Teacher and Cross Country & Track coach at Woden ISD. We have one beautiful daughter, Charlotte Grace. We enjoy sports, the outdoors and travel.
We embrace the opportunity to serve our community by helping you feel understood, in control and informed about your future.
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Personal Fitness
Phone NumberDavid L Phillips II at (936) 462-9040
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