Edward Jones-Financial Advisor: David Beerman

Edward Jones-Financial Advisor: David Beerman Life long geek who worked hard, had fun, and still managed to retire by 49 only to come back and help others try to do the same! Welcome!

There are plenty of financial advisors who can help you pick a portfolio and organize your finances so what makes me different?�

My number one goal is to be a resource for my community. I'm looking to lift up and support our community with everything our office does. Whether it's connecting new people to organizations and activities, recommending places to visit, or supporting some of our local n

on-profits we are always trying to be the connection for our neighbors and our region. Helping other people prepare to have the option of walking away from their job is something I truly love doing. Each day is a new adventure as I meet and have conversations with interesting people from all walks of life. As we talk, I get to know what is important to them and when they're ready we begin working together to evaluate their situation. Using an established and proven process, we partner to develop a personalized set of strategies to work towards their personal goals. Together, we troubleshoot any obstacles or challenges, and look for gaps in the plan to keep them on track over time to achieve their goals. Our core clients tend to be busy professionals who want to retire in the next 5 to 15 years and are seeking a less stressful way of monitoring and updating their plans and investments. These individuals are the most likely to be seeking professional guidance. In addition, they still have time to confirm they are on track, look for problems, and make adjustments when needed. Others who typically benefit from a consultation with our office include people who:
• Recently changed jobs
• Relocated to the area
• Divorced
• Experienced a death in the family

As a lifelong geek I've always followed my own path. That's why I don't limit who I want to work with. So many people feel a sense of stress and anxiety when it comes to financial matters and we want to help everyone be confident with their decisions. As a result, I've built a reputation as someone who genuinely cares about his community and wants to help people get organized. That's why we donate time, energy, and money to make it a better place to live. A few highlights of the past year include:
- Offering Financial Literacy classes and content to area high schools and adults
- Chairperson for the Walk to Make Alzheimer's a Memory
- Organize the Annual Santa Paws Donation Event for the Animal Shelter��
- Serve on the Board of the DEI Alliance of NE Tennessee and SW Virginia
- Sponsor the HBCU College Expo for High School Seniors
- Sponsor multiple cultural festivals including UMOJA, Rainbow Festival, and TriPRIDE �

The list goes on and on, but don't take my word for it, ask around and see what people say about me. When you're ready to choose a financial advisor let's meet for coffee or lunch and see if I'm the right fit for you.

09/02/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
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NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4qOvbPN

Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to sh...
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Unexpected career transitions can be stressful, but they can also open the door to new possibilities. I'd be happy to share my perspective and discuss potential financial options. Reach out so I can help you navigate what’s next with confidence.

Who do you know that does…?People are constantly asking about local businesses that can meet their needs. Whether you pr...
08/29/2026

Who do you know that does…?

People are constantly asking about local businesses that can meet their needs. Whether you prefer the convenience of big box stores and franchises or the unique charm of local businesses and entrepreneurs, both play a vital role in our regional economy.

To highlight some of these businesses, I’ll be starting a new informational Saturday Spotlight series next week featuring various businesses.

I hope you’ll follow and share this series to help these businesses grow and thrive.

Looking to meet new people and connect with your fellow entrepreneurs?Check out the schedule of free and open networking...
08/28/2026

Looking to meet new people and connect with your fellow entrepreneurs?
Check out the schedule of free and open networking opportunities across the Tri-Cities for September!

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you ...
08/27/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

Ugh 😩. Not what I wanted to hear today. 😢
08/25/2026

Ugh 😩. Not what I wanted to hear today. 😢

Where do you want to go?Growing up, my family travelled almost every summer! Pulling a pop up camper, a trailer or stayi...
08/25/2026

Where do you want to go?

Growing up, my family travelled almost every summer! Pulling a pop up camper, a trailer or staying in hotels was all part of our adventures.

Here are just a few of the stops we made during a recent road trip to Florida and back.

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all im...
08/25/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4y1AoWV

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

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/4c99OTh

Address

401 West Oakland Avenue, Suite 1
Johnson City, TN
37604

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:45pm

Telephone

+14234610191

Website

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