Jason Roberts Financial Advisor in Indianapolis, IN 46220

David is a Financial Advisor with 24 years of experience currently serving the Scottsdale and Carefree markets. David uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.

Prior to joining the BMO Investment Services team, David worked as a Financial Advisor for four years with Wells Fargo and 14 years for JPMorgan Chase. David received his Bachelor of Science in Finance from Arizona State University in Tempe, Arizona. He holds series 7, 24, 63 and 65 licenses, held through LPL Financial along with his life, health, and annuity insurance licenses.

David lives in Chandler with his wife and three children.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management