Edward Jones - Financial Advisor: David C Leavitt, CFP®

Services Offered

• retirement planning
• education savings
• insurance needs
• investment management

About

David Leavitt is a Certified Financial Planner (CFP®) based in Ponte Vedra Beach, Florida, providing personalized financial planning and investment guidance. He is part of Edward Jones, which offers a personal approach to investing with a network of 18,000 financial advisors. David specializes in retirement planning, education savings, and insurance needs, helping clients navigate their financial goals. His practice focuses on serving individuals and families looking for tailored financial strategies.

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