About David

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.

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 Qualifications

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