David Jones
Senior Director, Wealth Management
Since 1999, David has been helping clients navigate financial decisions at every stage of life. With over two decades of experience, he has developed a personalized approach that aligns investment strategies with his clients' unique goals. Believing that a great advisor is also a teacher, David strives to ensure his clients understand the rationale behind their investment strategies.
In addition to working with individuals and business owners, David specializes in advising endowments and nonprofit organizations on investment portfolio strategy and management. Before his tenure at the former Enso Wealth Management - now part of Choreo - he spent 19 years as a financial advisor with Edward Jones.
David and his wife live in Healdsburg, California with their two daughters, enjoying the close-knit community and small-town lifestyle.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Accredited Asset Management Specialist
- Life & Health Insurance
- Series 66
EDUCATION
- Bachelor of Business Administration, UC Santa Barbara
- Associate of Arts – AA, Economics / Accounting, De Anza College
