A well-built financial strategy is the roadmap to financial success. If you want to retire comfortably or achieve your version of financial independence, a strategy is crucial to your ability to get there. I became a financial advisor with Edward Jones to help families in a deep and meaningful way by helping make those goals a reality. It is a privilege to help my clients organize, grow, protect, and transfer their wealth to the next generation.
I grew up in Yardley and graduated cum laude from the University of Pittsburgh with a bachelor’s degree in finance and economics. I have also received the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Accredited Asset Management Specialist™ (AAMS™) certifications, which help further my ability to work through complex situations.
Our office serves a group of diverse investors not only from the Philadelphia and Bucks County areas, but also from across the country. I find that most of our clients fall into one or more of the following categories:
• Serious, long-term investors
• High-net-worth families with complex financial needs
• Local business owners
• Public company executives
• Career changers
Edward Jones is a Fortune 500 company with 100 years in business. My branch office administrator, Jessica Eberz, is dedicated to providing the highest level of professional and personalized service in our industry. She currently resides in Horsham with her family. In addition, my team works closely with your accountant, estate attorney and other professionals to ensure your strategy is customized to your individual needs.
On a personal note, I enjoy spending free time with my family, traveling across the country, reading classic novels and playing golf. My travel goal is to visit all 50 states. I also stay involved in various organizations and participate in their events, most notably the Alzheimer’s Association and Toys for Tots.
Let’s talk about your vision for the future. Please give us a call at 267-988-4148. We look forward to meeting you.
PHOTO CAP: Edward Jones – David Samachson, CFP®, AAMS®