Edward Jones - Financial Advisor: David E Smith, ChFC®|AAMS®
Consultant
Has Website
Verified Hours
Why pick this one
David E Smith at Edward Jones specializes in retirement savings strategies and holds both ChFC® and AAMS® certifications.
Best for
- individuals planning for retirement
- clients seeking comprehensive wealth management
Look elsewhere if
- looking for a financial advisor with lower ratings or limited specialization
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- College Savings
Certifications
- ChFC®
- AAMS®
What makes them different
- Located in Monroe, NC
- Offers personalized financial advising
- Advisor holds an MBA, ChFC®, and AAMS® certifications
What reviewers say
- {'theme': 'overall satisfaction', 'sentiment': 'positive', 'quote': 'Rating: 5.0 (1 reviews)'}
- Serves
- Monroe
Distilled from public reviews, this business's website, and editorial sources.
Contact & Location
- Address
- 1995 Wellness Blvd Suite 230, Monroe, NC 28110, USA, Monroe, NC 28110
- Phone
- (704) 225-1218
- Website
- https://www.edwardjones.com/us-en/financial-adv...