As an Edward Jones financial advisor, it is my great joy and deep responsibility to help you reach the financial goals you've always wanted.
Whether it's retiring comfortably, providing for your family, growing your business or giving to causes you care about – whatever it is you dream about doing in life – I will work hard to fully understand your unique story. I will utilize a proven process to create a personalized strategy that fits your needs. Then, we will partner together over the long-term to help keep you on track to achieve your goals.
I grew up in a home where both parents were in education so many of my favorite client meetings are ones in which I get to utilize that education background to explain financial strategies – I thoroughly enjoy seeing that clients understand something that was a source of stress or confusion for them prior to our conversation.
On a personal note, I've lived in Morrow County nearly my entire life and have enjoyed raising my family here. My wife, Tracie, and I have two kids who are involved in a variety of local activities. You may find us cheering for the local high school teams, caring for our 4-H animals at the fair, or participating in a variety of sporting events. I've had the privilege of coaching a variety of youth sports which has been a great source of enjoyment for me.
I welcome the opportunity to learn about you and your financial priorities. I want to know what hesitations you may have, and I want to make the process simple and easy to understand so you feel a sense of relief knowing that you have a plan to reach all of your financial goals. Give me a call so we can get started planning how you will reach your goals today!
Mailing AddressP O Box 268
Mount Gilead, OH 43338
Phone NumberDavid J Winand at (419) 946-5558
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