portrait of David J Illingworth

About David

We focus on working with people who are looking for detailed guidance and support for their finances. Whether it be the sale of a property or business, going through a separation or divorce, preparing for retirement, the death of a spouse or receiving an inheritance, we help people who are experiencing some kind of financial transition in their life.

Working with us can be summarized in three parts: First, we take the time to get to know you on a personal level to understand what you are going through, what you need, and what is most important to you. Then, with...

Focus Areas

  • Retirement income strategies
  • Divorce finances
  • Intergenerational planning

Work History

  • Edward JonesApril 2009 to Current

Personal Interests

  • Auto Racing
  • Traveling
  • Personal Fitness

Team Members

  • Sandra Carreiro
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More