About David M. Jones

David M. Jones has been serving some of the nation’s wealthiest families in the area beginning in 1985. He currently splits his time between Naples, Florida and Montecito, California.

The Life Settlement market started around 2000.  Since then David has represented hundreds of policy owners in the sale of their policies.

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 has been 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. 

David M. Jones Qualifications

• Represented clients in over $1 Billion of face amounts sold in the Life Settlement transactions.

• Chartered Life Underwriter
• Chartered Financial Consultant
• Accredited Estate Planner
• Principal of First Financial Resources
• Past President of the Naples Estate Planning Council
• American Society of CLU, ChFC