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David W

CFP®, Series 63, Series 66

Sault Ste Marie, MI

Edward Jones

David Weber is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He is based in Sault Ste Marie, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Weber serves on the board of Hospice of Chippewa County, participates in the finance committee at St. Joseph's Church, and is involved with Northern Transitions Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering a range of advisory programs and investment solutions.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive
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