Over these years, the company has saved our clients more than $1 billion in estate taxes.
David is a recognized authority in the industry. He is a frequent keynote speaker, and has hosted a significant number of educational and informational seminars relative to this subject.
David and his team provide clients with easy access and outstanding service. His seminars provide up-to-date information and insightful strategy.
David M. Jones has been voted one of the top wealth managers in the Gulf Shore area and was named a FIVE STAR Best in Client Satisfaction Wealth Manager 6 times.
David M. Jones Qualifications
- Chartered Life Underwriter
- Chartered Financial Consultant
- Accredited Estate Planner
- Principal of First Financial Resources
- Past President of the Naples Estate Planning Council
- Member of the Million Dollar Roundtable
- 19 Year Member – Top of the Table
- American Society of CLU, ChFC