WHY WORK WITH US:
I started with Edward Jones in February of 2001 when I was 20 years old. After learning the business from the "ground up", I opened my own branch in June of 2017.
My passion is helping people set goals and helping them see those goals come to fruition.
Our aim is to provide approachable investing guidance throughout the course of your financial journey.
ABOUT US:
My wife, Brandy, and I have one son, Dylan. We enjoy being on the water and road tripping to see our favorite Texas County music artists wherever the road takes us.
My branch team includes Erika McCarley, an outstanding, proactive, detail-oriented, client-focused branch office administrator.
I’m extremely proud of my hometown, Bryan-College Station, Texas, which is why my office proudly sponsors John’s Boys, a local charity that supports foster parents in our area. Erika serves on the board and donates her time as well.
WHAT WE DO:
We provide professional financial strategies to help serious investors who need a partner to help plot and reach their financial goals.
We use our established process to get a detailed understanding of you and your goals before developing a personalized strategy. It’s never a one size fits all approach.
Together, we can assist you with:
-Retirement savings strategies
-Receiving an inheritance
-Major life events
-Long-term care for later in life
-Life insurance to plan for the unexpected
-Leaving a legacy
Give us a call and let’s schedule a no-obligation breakdown of your finances today.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Entrepreneurs & Business Owners
- Insurance & Annuities
- LGBT Finances
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- Entrepreneurs & Business Owners
- Insurance & Annuities
- LGBT Finances
My Personal Interests
- Music
- Spending Time with Family
- Traveling
- Record Collecting
- Movies & Entertainment
Personal Interests
- Music
- Spending Time with Family
- Traveling
- Record Collecting
- Movies & Entertainment
Office Information
Phone Number
David P Smith at (979) 272-5099Branch Team
- Erika McCarley
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Erika McCarley
- Branch Office Administrator
Branch Team
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