Edward Jones - David E Smith Financial Advisor

  • Investment Services
  • Financial Services
1995 Wellness Blvd
Suite 230
Monroe, NC 28110
(704) 225-1218
(877) 704-1218
(888) 616-3343 (fax)
Hours:
Office Hours: M-F: 8:30am-4:30pm
David is also available evenings and Saturdays by appointment

About Us

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your read more
  • About

    Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills, or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

  • Media

  • Whom to Contact

    • Kimberly McQuage
      Branch Office Administrator
      Phone: (704) 225-1218
      Fax: (888) 616-3343
    • David Smith
      Financial Advisor
      Phone: (704) 225-1218
      Fax: (888) 616-3343
  • Directions

    We are located behind the Olive Garden on Hwy 74 in Monroe, in the Novant Medical Plaza, Building B, on the second floor in Suite 230.