David Jones, CFP®, ChFC®
Financial Planner | Financial Services Executive | Investment Advisor Representative
David has devoted his career to serving as a trusted resource to provide clients with guidance they desire as he designs a financial vision that is strategic and achievable. His excellence was recognized by Barnum Financial Group and MassMutual in 2017 and 2018 as he was the recipient of the “Rising Leader” award. He was also awarded the “Leader’s Conference Qualifier” in 2018 and 2019. In 2020, Westchester Magazine recognized David as a Millennial of the Year.
David is also a Transition Solutions Specialist within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, David assists with important, time-sensitive decisions regarding their coverage options. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. David specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
David’s dedication to his clients is delineated through his active pursuit to further his education and gain additional expertise to best service his clients. He consequently attained the CFP® designation in 2019 and the ChFC® designation in 2020.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.