David M. Jones has been serving some of the nation's wealthiest families in the area beginning in 1985. He currently splits his time between Naples, Florida and Montecito, California.

Over these years, the company has saved our clients more than $1 billion in estate taxes.

David is a recognized authority in the industry. He is a frequent keynote speaker, and has hosted a significant number of educational and informational seminars relative to this subject.

David and his team provide clients with easy access and outstanding service. His seminars provide up-to-date information and insightful strategy.

David M. Jones has been voted in the top 7% of wealth managers in the GulfShore area to be named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager.