David Fisher, MBA

David Fisher, MBA

Managing Director - Investments

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Phone: (630) 871-2673
Fax: (630) 871-2649
E-mail:
 

"I have always enjoyed working with people to set goals and then help them put a plan in place to accomplish them.  Everything I do is about "putting client first".  It's rewarding to know that I am helping my clients plan for important life events - whether it's sending kids to school, enjoying a secure retirement, or protecting wealth for the next generation".

Dave joined A.G. Edwards in 1998 after spending nearly 10 years at a Fortune 500 company working in corporate finance and marketing.  Today, he works with his clients to develop financial strategies that help them build, protect and distribute their wealth, while also managing the impact of taxes.

Dave listens to his clients to gain a clear understanding of their current financial situation and their immediate and long-range goals.  He then formulates an investment approach that that can incorporate private money management, equity and fixed income investments, mutual funds, managed futures, and annuities to help his clients achieve their goals, whether they are sending children to college, planning a secure retirement, or passing wealth on to their heirs.

Dave frequently conducts classes on investment issues, including asset allocation and equity investment strategies, retirement and estate planning topics.  He also makes presentations to business owners on retirement benefits, liquidity matters, and executive compensation.

Education & Credentials:  David earned an advanced degree in economics and finance from the University of Chicago™Graduate School of Business after receiving undergraduate and advanced engineering degrees from Iowa State University and the University of Texas at Austin.

Personal:  Dave is a licensed pilot, and also enjoys running and motorcycling.  Dave and his wife, Ruth have three children and enjoy visiting National Parks and hiking.