After serving my country for two decades as a decorated Army officer, I found a second career serving individual investors as a financial advisor with Edward Jones. Since 1996, I have worked to understand what's important to my clients and to partner with them throughout their lives to help achieve their financial goals.

I hold a Bachelor of Science degree in industrial technology from East Tennessee State University and a Master of Art in business management from Webster University. I am a graduate of the United States Army Ranger School and the United States Army Airborne School.

A member of the Greater Fayetteville Chamber of Commerce, I carry my commitment to service into my personal life as well. I've served three terms as president of the Fayetteville Rotary Club. I'm also a proud member of the Cape Fear Chapter of Military Officers Association of America, and of the Braxton Bragg Association of the U.S. Army.

Among my accomplishments: U.S. Army Meritorious Service Medal with Silver Oak Leaf Cluster; James E. West Fellow, BSA; Paul Harris Fellow, Rotary Foundation of Rotary International; as well as a number of recognitions from Edward Jones.

Helen, my wife of 47 years, and I are blessed with two sons, Chad and Jonathan, a daughter-in-law, Bianca, and two granddaughters, Karie Ann and Kansas.

Branch Office Administrator, Kerry Kirk, is thrilled to be helping clients alongside Steve McDavid. She and her husband are new to Fayetteville. Her husband serves his country as part of the US Army at Fort Bragg. Along with their three children, they love exploring their new duty station.

Focus areas

  • Military Professionals & Veterans
  • Business Retirement Plans
  • Insurance & Annuities
  • College Savings
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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