Before helping guide families and businesses through the intricacies of wealth building or wealth preservation, I was a football team captain, now Hall of Fame Inductee, terrorizing offenses at Scheumann Stadium for Ball State University.
As a financial advisor who holds the AAMS™ accreditation, I have developed a background in understanding when and how to use the variety of tools available at Edward Jones to help my clients pursue their goals. Having worked with numerous affluent individuals and families, I understand the unique financial risks they face and help them prepare for and manage those risks with a major focus on tax efficient income.
I believe that successful strategies begin by taking a comprehensive look at your financial picture and I work closely with you to devise a long-term, process-oriented approach. The conversation starts and ends with you. I am guided by a discovery process whereby asking my clients thought-provoking questions to uncover their deepest concerns and needs. I am then able to employ an exhaustive due diligence process that uses the firm’s research and expertise in fixed-income, equities, insurance products and alternative investments.
As a resident of Allen County, my two children, Juliana and Mylo, and I, along with our dog, Zeus, love spending our time outdoors. I also believe in service. Volunteering my time and using my talents with organizations like The Foellinger Foundation, Ball State University, Purdue University Fort Wayne, Unity Performance Arts Foundation, Turnstone, Allen County Public Library, United Way, Fort Wayne Black Chamber of Commerce, The Urban League and Junior Achievement are also fulfilling. Outside of community service, I also enjoy speaking with local youth and local organizations or larger networks like the Career Communications Group about life decisions and financial strategies.
I have dedicated my life to service – as I believe that is the true essence of life.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Community Outreach
- Art & Theater
- Outdoor Enthusiast
Phone NumberDavyd J Jones at (260) 436-2656
|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|
- Web Conferencing
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