David S Laster, Jewish Financial Advisor in Monsey, New York
One-size-fits-all may be fine for some. But as a financial advisor, I believe that investments should be tailored to your specific needs and not generically based on guidelines for someone your age or life stage.
Whether your goal is to help children and grandchildren, to live securely in retirement, to plan for the unexpected or to create an inheritance, we offer investment solutions tailored to your unique situation. We can also monitor your progress to help make sure you stay on track or determine if adjustments are needed. Throughout it all, we are dedicated to providing you top-notch client service.
My passion is to apply investment knowledge to help people in our community achieve their financial goals. With this in mind, I joined Edward Jones in February 2018. My clients include retirees, small business owners and professionals in fields such as healthcare and IT.
Prior to joining Edward Jones, I was a managing director at another leading investment firm, responsible for developing retirement strategies for financial advisors and their clients.
I began my career as a Federal Reserve Bank of New York economist and also taught finance and economics at the business schools of Columbia and NYU. My articles on investing and retirement have appeared in leading professional journals and have been discussed in the Wall Street Journal, Financial Times and Fortune.
I earned a Ph.D. in economics from Columbia University and a B.A. in mathematics from Yale University. In addition, I am a CFA charterholder.
Originally from the Bronx, since 1983 I have lived in the greater Monsey community, where my wife and I have raised our children. I am an active member of Congregation Khal Boston in Airmont and Bais Medrash Shaarei Tefillah Night Seder.
At Edward Jones, we use an established process to help you reach your financial goals. Call today at 845-352-7498 and let us show you how we can make a difference.