Edward Jones - Financial Advisor: David Daugherty, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

David Daugherty is a Certified Financial Planner (CFP®) and financial advisor based in Tulsa, Oklahoma. He provides personalized financial planning and investment guidance to clients in the local area. David specializes in retirement preparation, education savings strategies, and tax-smart investing. His approach emphasizes face-to-face conversations to understand and meet the unique financial goals of individuals and families.

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