Professional Advisor Spotlight
One of the greatest resources someone can have when it comes to charitable giving is a professional advisor. Whether it be an accountant, estate and tax attorney or financial planner, these professionals help clients achieve their financial goals.
We're lucky enough to partner with some of the best advisors to help their clients achieve their philanthropic goals as well, with the added benefit that financial goals play a key role in this planning. Here's one great professional advisor we have worked with that we'd like you to learn more about.
David A. Rosulek, AAMS
Financial Advisor - Edward Jones
David A. Rosulek is a financial advisor in Missoula, Montana with Edward Jones, a financial services firm based in St. Louis, Missouri. David studied at the University of Northern Iowa where he received a bachelors degree in business and a minor in physics but an exchange program brought him to Montana in the late 1990s. He fell in love with the unparalleled beauty and surplus of opportunity the area has to offer and decided to put down roots for his family.
A financial advisor since 2001, David enjoys assisting clients plan for their short and long-term financial goals while providing a constructive experience with open communication in a team-based environment. He prides himself on making sure his clients have clear understanding of risks, market trends, and product options available to them. Although his services are abundant, he finds gratification in retirement and estate consideration.
In his spare time, David enjoys fly fishing, running, golfing and skiing. He also takes every opportunity to travel the world as well as spend time with his wife, Audrey and son, Noah.
Areas of Service:
- Education Savings
- Long-Term Care, Disability and Life Insurance
- Business Retirement Plans
- Personal Retirement Planning
- Estate Consideration
- Saving, Spending and Borrowing Solutions
Location and Contact
- Address: 1701 Brooks St., Missoula, MT 59801
- Phone: (406) 728-5669
- Fax: (877) 865-0951
Disclaimer - Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your estate-planning attorney or qualified tax advisor regarding your situation.