David Jones, Financial Advisor located in Tampa, FL

Financial Advisor
David W Jones

CFP®, CAP®, AAMS®
3100 S Dale Mabry Hwy, Tampa, FL 33629opens in a new window
Client by Referral
Serving clients with $2,000,000
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CAP®

    Chartered Advisor in Philanthropy®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Spending Time with Family
  • Health & Nutrition
  • Sports Enthusiast
  • Golfing

Team Members

  • Charlene Hill
    Sr. Branch Office Administrator
    FPQP®
  • Susan Ruggiero
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(813) 837-6967

Fax

(866) 462-7830

Office Address

3100 S Dale Mabry Hwy
Tampa, FL 33629opens in a new window

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