David joined the Jones Financial Group in August of 2023. In November, he began the Raymond James Advisory Mastery Program (AMP), a holistic training program designed to help participants acquire necessary licenses and reach professional milestones. From his experience and studies, he utilizes a traditional financial planning approach – one focused on long-term wealth management, proper risk assessment and strategic investment planning for the purpose of financial stability and growth. This is coupled with the Jones Financial Group’s proactive approach to financial planning, which includes involving clients’ tax and legal professional(s) in the creation of tailored solutions to help them achieve their goals.
David received a Bachelor of Arts degree in business administration from Clarke University. He graduated Magna Cum Laude and was a leader on the track and field team. His primary event was the 400m sprint. David’s experience on the track and field team enriched his sense of leadership, team and discipline. He holds Series 7, 63 and 65 securities licenses in addition to an Accredited Asset Management Specialist designation™ (AAMS®) from the College of Financial Planning.
David lives in Janesville, Wisconsin, with his girlfriend, Brianna, and their Australian Shepherd, Rory. In their spare time they enjoy their moments with friends & family, going on long walks, hiking, camping and running. When time allows, David enjoys the occasional round of golf with his dad, Mike.