Triple Threat Financial Services

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

My name is David Spellman, I am the Director of Spellman Capital Strategies. I believe and follow a committed and benevolent interest in others. I currently hold all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. Licensed as a fiduciary, I am responsible for the advice I give my clients and that advice is always in the Best Interest of my clients.My goal is to help every person who meets with me to save taxes, protect assets, and build wealth.