R David Jones
Financial Services Professional & Financial Literacy Advocate

Personal Notes
I have literally dedicated my life to serving others. I have served for over 40 years as a Paramedic including one tour in Afghanistan. In the Financial arena, I have served as a broker and Financial Adviser for over 24 years. Whatever I do, I set my sights to be the absolute best in that field. After decades of working with seniors having to choose between groceries and medicine, I chose to specialize in retirement planning to help seniors get the most of their retirement by helping them navigate the distribution phase of their financial journey. Please reach out if you would like me to speak to your company or organization and arrange education for your employees or members.
Bio
David Jones has served in the insurance and financial industry for over 24 years, directly managing over $3 million in client assets and premiums and serving as a risk management consultant. His investment philosophy has been one of risk management. The cornerstone to his success is the vigilant recognition that losses hurt you more than gains help you. Finding creative ways to protect and grow the assets of his clients has been his professional passion for over 24 years. He specializes in helping those that desire safe stable returns that deliver solid growth but want to see their principle protected with as little risk as possible. As early as 2006 his research clearly showed that the real estate market was set to collapse and would put the whole US and world economy at risk. He currently serves as a risk management consultant for several individuals and small/medium sized companies in the Carolinas. David’s commitment to the retirement needs of Americans has led to numerous endeavors. He serves on the advisory committees and boards for several insurance organizations. He serves on the Florence, SC Public Safety Citizen’s Review Board. After seeing the firsthand effects of the burgeoning health care crises among America’s retirees’, David chose to specialize in all aspects of senior financial and insurance needs over the last two decades. David has also taught several courses as a guest lecturer and instructor for numerous colleges and universities throughout the Carolinas for decades. David earned the Distinguished Toastmaster designation. Less than 1% of Toastmasters earn that designation. He is also a member of the Association of Financial Educators and earned the a Certified Financial Education Instructor® designation from the National Financial Educators Council. He has been a guest on the “GBN Live Show”, the “Unlock What’s Inside You, Inc.: COMMUNITY FORUM PODCAST”, as well as being interviewed on various TV and news outlets. David has authored “It’s God’s Money, Basic and Advanced investing for Christians”. If you would like to see how you may be able to increase the returns on your assets while decreasing your risk by 50% – 85%, then David may be the one to help you. At The Master’s Choice, we enjoy the challenge of finding customized solutions to all your financial needs. Whether you’re looking to increase the returns of your portfolio while decreasing the risks of investing, decrease your tax burden, or just get your financial affairs into order, The Master’s Choice is uniquely positioned to help you accomplish all your financial goals.

The NFEC & Your Selected Speaker Follow a Four Step Process

Nominate yourself or another deserving educator for Financial Educator’s Day
Join over 93,000 people who have taken the NFEC’s Financial Literacy Test and see the latest results
