Edward Jones Financial Advisor: David W Jones, CFP

Edward Jones Financial Advisor: David W Jones, CFP My dedicated team helps create and maintain the financial strategies for a group of families. Their diverse and often complex needs always keep us on our toes.

Along with them, I focus on retirement strategies, as well as investment solutions and estate considerations that are tailored to a family's tolerance for risk. For the past 34 years, I have acted as a trusted advisor to the families I serve, by systematic measurement of their financial goals and results. We work with a number of different families with a wide array of goals. We also work with bus

iness owners and professionals with whom we tremendously enjoy. We love to team with other professionals that advise our clients in areas beyond finance such as tax, real estate, and legal needs. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation st...
06/09/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4oiT1lD

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
06/09/2026

More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/08/2026

You've built something remarkable. The questions often shift from "how do I build it?" … to "what do I want it to accomplish?" If you're thinking about legacy, impact and multigenerational planning, call me to discuss.

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/04/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed ...
06/02/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/4ufvZND

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very v...
06/01/2026

It's National Homeownership Month, and while estate considerations aren't a fun topic to discuss, it is something very valuable for you and your family.

Work with your attorney to make sure you have the appropriate plan that will help protect your legacy.

Learn more: https://bit.ly/4x2X4X9

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
05/28/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4ultp9f

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting...
05/26/2026

You have choices at Edward Jones. Let’s talk through the ways we can work together, from investing approaches to putting together a comprehensive, personalized financial plan.

Discover the power of planning: https://bit.ly/4vhoA1z

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

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3100 S Dale Mabry Highway
Tampa, FL
33629

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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+18138376967

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