At Edward Jones, our primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.
I joined Edward Jones as a financial advisor in 1982 and have been serving the Toccoa area for 38 years. I became a limited partner with Edward Jones in 1986. In 2004, I qualified to attend Edward Jones' annual Managing Partner's Conference, an honor reserved for the firm's top 350 financial advisors.
My wife, Melissa, and I have three married children, all residing in Toccoa and Stephens County with our four grandchildren. I am an active member of the community, having served as past president for the Toccoa Stephens County Chamber of Commerce and the Rotary Club of Toccoa. I am also an active member of the Toccoa First United Methodist Church. I served as a member of the Edward Jones Grassroots Task Force from 1996-2000, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industry's only volunteer advocacy organization.
My senior branch office administrators, Cathy Ventura and Tabitha White, have 39 years of combined experience and are dedicated to providing you with the highest level of service possible. Please do not hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Office Address2454 Hwy 17 Alt
Toccoa, GA 30577 opens in a new window
Mailing AddressPo Box 1091
Toccoa, GA 30577
Phone NumberDavid V Plaisted at (706) 886-0411
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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