David Jones has devoted his career to helping families better understand complex financial matters. It”™s his passion to identify client”™s goals and develop a roadmap reflecting their path to financial freedom. David builds and maintains meaningful relationships with his clients, serving as a trusted resource to provide the guidance they desire. His expertise as a CERTIFIED FINANCIAL PLANNER® professional ensures an impactful client experience as he designs a financial vision that is strategic and achievable. He prepares clients”™ financial plans by teaming with other trusted professionals, monitoring assets under management, and developing holistic solutions. David”™s dedication to his clients is delineated through his active pursuit to further his education. Upon graduating from Manhattanville College, majoring in finance, he obtained multiple licenses and his CFP® designation, enabling him to gain additional expertise to assist his clients. His persistence was recognized by Barnum Financial Group and MassMutual in 2017 and 2018 as he was the recipient of the “Rising Leader” award. Additionally, David was awarded the “Leader”™s Conference Qualifier” in 2018 and 2019.Not only is David focused on providing optimal support to clients, but he is also eager to give back to the community. He regularly returns to his high school to educate students on various financial related matters, such as budgeting and saving. David also voluntarily conducts financial literacy workshops for various companies throughout the region. Coupled with his passion for serving his clients and community, David enjoys golf, volunteering, sports, and spending time with his family and dog, Moses.
