Edward Jones - Financial Advisor: David Field

Edward Jones - Financial Advisor: David Field David is a Financial Advisor helping clients achieve their financial goals. David holds credentials including CFP, AAMS, CRPS, and CEPA.

With a deep understanding of the emotional and personal aspects of financial decision-making, he provides tailored strategies that align with his clients' values and aspirations. David’s mission is to empower individuals and families to attain financial security and peace of mind. Since joining Edward Jones in 2010, David has served over 200 clients and manages more than $200 million in assets. Hi

s comprehensive approach includes analyzing each client's financial situation and developing customized plans for investment management, retirement planning, and risk management. This process has successfully guided clients through life's financial challenges and helped them reach their long-term goals. David helps clients to:
• Preserve their wealth and ensure financial security.
• Mitigate taxes with strategies to enhance after-tax returns.
• Transition assets smoothly to beneficiaries and minimize conflicts.
• Protect assets from litigation or divorce.
• Incorporate charitable giving into their financial plans. Before financial advising, David left the corporate world to pursue a career aligned with his passion for helping others. Outside of work, David is driven by faith and a desire to make a positive impact. He enjoys spending time with his family outdoors and flying with them. David values personal connections and is open to discussing how he can support your financial goals. Feel free to connect and explore how his expertise can benefit your financial journey.
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Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
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Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4c3K0YS

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
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Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path bac...
08/17/2026

Inflation has trended lower, supporting the case for the Federal Reserve to keep policy rates steady. While the path back to the Fed's inflation target may not be perfectly smooth, strong earnings, healthy economic growth and resilient consumer spending continue to help support market strength.

Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4cIRkJq

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
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Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
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Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4bR3eRe

The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesi...
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The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/4cgLnDp

*Past performance does not guarantee future results.

The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, sugge...
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The Federal Reserve held rates steady as earnings from four Magnificent 7 companies led to mixed market reactions, suggesting that investors increasingly want evidence that AI spending is translating into durable revenue and earnings growth. While interest rates may remain higher for longer, resilient economic growth, strong corporate earnings and broader participation across sectors continues to support equities.

Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



https://bit.ly/4w9o5GT

Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questi...
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Renewed U.S.–Iran tensions are driving oil prices higher, bringing inflation concerns back into focus and raising questions about whether the Federal Reserve may need to adjust its approach.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and how they could impact investors in the latest Weekly Market Wrap: https://bit.ly/4vWv5Xb

After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and ...
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After an AI-driven rally earlier this year, markets are taking a breather, with leadership rotating across sectors, and investors anticipating second quarter earnings season. Head of Investment Strategy Mona Mahajan explains what this could mean for investors in the latest Weekly Market Wrap.

https://bit.ly/4vIliEm

Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong e...
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Renewed U.S.-Iran tensions keep geopolitics in focus. However, investor attention remains centered on AI, where strong earnings and periodic bouts of volatility continue to shape market leadership and sentiment.

Angelo Kourkafas, Sr. Global Investment Strategist, offers perspective on the recent developments and portfolio positioning for the second half of the year in our Weekly Market Wrap.

https://bit.ly/4gzSyd1

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