David Jones is a Vice President in the Private Client Group at Raymond James & Associates. David has spent his entire career in the financial services industry. Prior to joining Raymond James, David worked in Private Placement and Alternative Investments at UBS Financial Services. David is a graduate of the University of Tennessee at Knoxville. He maintains the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Retirement Plan Specialist and the Accredited Asset Management Specialist designations. Throughout David’s career, he has worked with businesses to design retirement plan programs to serve their employees, guiding retirees to help maximize retirement income, and for families in retirement and education planning.
David currently serves as a board member for the Boys and Girls Clubs of the Tennessee Valley. He is an active member of the Downtown Knoxville Civitan Club. David is a long time resident of Market Square in downtown Knoxville.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.