Dave Harmon

Dave Harmon Email and Phone Number

Financial Advisor | Wealth Preservation Strategies | Estate and Legacy Strategies Portfolio | Insurance Needs @ Edward Jones
st. louis, missouri, united states
Dave Harmon's Location
San Antonio, Texas Metropolitan Area, United States
About Dave Harmon

A financial advisor should be someone that is knowledgeable, professional, caring and compassionate. As your financial advisor it is important to spend time to understand what is important to you. After identifying your goals we then can use our established process to create personalized strategies. Our team will work closely with your CPA, attorneys and other professionals for the duration of your life.As a client of Edward Jones I witnessed the benefits of having a financial advisor. He was able to guide me through important financial decisions, which inspired me to become a financial advisor myself.About me...I'm originally from Central Illinois. My wife and I relocated to Cibolo, TX to be closer to family. We have three children and one grandson. We enjoy spending time with friends and family as well as traveling and enjoying the outdoors with our dogsWe serve the serious, long-term investor by providing a wide range of financial advice on retirement, education and estate considerations. We also help our clients prepare for the unexpected and their family legacy./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Dave Harmon's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor | Wealth Preservation Strategies | Estate and Legacy Strategies Portfolio | Insurance Needs
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Dave Harmon Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2020 - Present
    Cibolo, Texas, United States
    Series 7, Series 66 and Insurance licensed
  • Southern Glazer'S Wine & Spirits
    Sales Representative On And Off Premise
    Southern Glazer'S Wine & Spirits Nov 1994 - Jul 2019

Dave Harmon Education Details

Frequently Asked Questions about Dave Harmon

What company does Dave Harmon work for?

Dave Harmon works for Edward Jones

What is Dave Harmon's role at the current company?

Dave Harmon's current role is Financial Advisor | Wealth Preservation Strategies | Estate and Legacy Strategies Portfolio | Insurance Needs.

What schools did Dave Harmon attend?

Dave Harmon attended Lincoln Land Community College.

Who are Dave Harmon's colleagues?

Dave Harmon's colleagues are Wyatt Wilson, Zackery Kuster, Cfp®, Aams™, Garrett Burroughs, Kate Barnidge, Kristin Even, Danielle Chambers, Kathleen Mcclellan.

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