David Debreceni, Sr. CFP^®

With over 20 years of experience in the financial industry, I focus in helping serious, long-term-focused individuals and families navigate the complexities of wealth strategies. My focus spans wealth strategies, estate considerations, tax-advantaged strategies, investment management, and retirement and income planning. As a Certified Financial Planner® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Chartered Financial Consultant® (ChFC®) professional, I strive to address the multifaceted needs of high-net-worth clients. I became a financial advisor to assist those who are too busy or unsure of how to make their assets work for them. My mission is to be the trusted confidant clients call first with questions—whether related to financial strategies or beyond. Transparency and collaboration are central to my approach, and I pride myself on providing high-touch services to ensure clients have the answers they need. If I don’t have the solution, I will find it or connect clients with the right professionals. I leverage sophisticated tools, such as Separately Managed Accounts (SMAs), to implement tax-advantaged strategies and help clients preserve and grow their wealth. At Edward Jones, our conservative yet personalized approach combines the resources of family office-style services with boutique-level attention. Unlike impersonal 800-number solutions, I offer a local office where clients can meet face-to-face, building relationships founded on trust and understanding. As an Army Veteran who served as a Cavalry Scout, I bring discipline, dedication, and a strong sense of service to my work. I am deeply involved in my community as a member of the VFW, the Williamstown Sunrise Rotary Club, and a board member of Project Refit, a nonprofit supporting veterans and first responders. Outside of work, I enjoy spending time with my wife, my high school sweetheart, and our four children. We’ve called Williamstown home for over 25 years. My personal hobbies include golf and travel, which allow me to connect with clients on shared interests and experiences. Whether you’re planning for retirement, transferring wealth to future generations, or looking to optimize your financial strategy, my goal is to provide clarity and confidence every step of the way. Together, we’ll craft a personalized strategy that aligns with your goals and secures your family’s future.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth