Edward Jones - Financial Advisor: David M Upshaw, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

David Upshaw is a Certified Financial Planner (CFP®) and financial advisor based in Brentwood, Tennessee. He specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, David emphasizes the importance of personalized, face-to-face consultations to help clients achieve their financial goals. He serves individuals and families in the local community, providing tailored financial guidance to navigate their unique financial journeys.

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