Experience and Background
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand 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. We can work together to create a retirement strategy that gives you options when you retire, regardless of what you decide to do.
I became an Edward Jones financial advisor in 2005 and was named a limited partner in 2016. I am a U.S. Army combat veteran and served in Desert Storm.
My passions in life include travel and family. My next trip will be to see the Northern Lights. The best places in the world to view them are closer to the Arctic Circle. I have one daughter and three busy grandsons.
In addition to being an active member of the Carrollton Rotary Club, I serve on a non-profit board for Ed-U-Care and host my annual toy drive for the children of DFW. Our branch begins collecting donations in October through early December and to date, over 25,000 toys have been distributed throughout the metroplex.
My branch team consists of Pat Fioretti, the branch office administrator. Our branch is open Monday through Friday from 8:00 - 4:30. Evening or weekend appointments are scheduled by appointment only.
I work best with clients who listen to my advice, have goals they want to achieve and a desire to increase their financial security.
If you are looking for a financial advisor, please give me a call. We can schedule a time to get together or set up a virtual appointment to discuss what is important to you. Together we can develop a strategy to help make it happen.
- Edward Jones October 2005 – Present
- Investors Saving for Retirement
- College Savers
- Individuals with Insurance Needs
- Individuals with Estate Considerations
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Military Professionals & Veterans
- LGBT Finances
- Retirement Income Strategies
- Socially Conscious Investing
My Personal Interests
- Movies & Entertainment
- History and Museums
Phone NumberDavid P Smith Jr at (469) 372-1587
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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