David Bennett, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Business owner considerations
  • Business retirement plans
  • Intergenerational planning

About David

The focus of my practice at Edward Jones is to provide my clients with a clear, intuitive pathway to build out the future they want. The expectation I set for the process I offer is that my clients will feel confident, calm, and assured that they have someone they can trust, and who has helped them build out a comprehensive personalized approach to their investments.

While studying engineering at the U of A, I saw a different pathway forward where I could work with my hands in a career that was both rewarding and challenging, so I decided to transfer to...

Work History

  • Edward JonesMarch 2024 to Current

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