Edward Jones – David Beeler

David W. Beeler is the Edward Jones financial advisor at the office on Regency Parkway in Cary. He works with people one on one, sorting out what they want their money to do and building a plan to get there.

The approach is personal, so conversations start with your goals instead of a product. Whether you are opening a first account or working through a major financial event, the starting point is the same conversation, and the office page has a short message form to set one up.

What to know

• Beeler holds the MBA, CFP, CEPA and AAMS credentials.
• Elyse White, FPQP, is the branch office administrator.
• The contact form lets you ask for an introductory consultation or a review of your current strategy.
• The form asks roughly how much you plan to invest, and you may decline to say.
• Existing clients can log in to their accounts from the same page.