Edward Jones - Financial Advisor: David L Phillips Sr, AAMS®

Services Offered

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

About

David Phillips is a financial advisor based in Nacogdoches, Texas, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. David believes in the importance of face-to-face conversations to understand clients' financial goals. His practice focuses on providing personalized financial guidance to individuals and families in the local community.

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