Dave Jones

Dave Jones has a diverse work experience in the legal and financial sectors. Dave started their career as an Attorney and Law Clerk at Abbene, Alcock & Liska APC from 2007 to 2011. Dave then worked as an Attorney at Henderson, Caverly, Pum & Charney LLP from 2011 to 2013. Dave then transitioned into the financial sector, working as a Senior Wealth Strategist at Comerica Bank from 2013 to 2014. Following that, they were a Private Wealth Manager at Merrill Lynch from 2014 to 2017. Dave then joined The University of Texas at Austin as the Director of Gift and Estate Planning from 2018 to 2020. Currently, they are the Director of Estate Strategy at Bailard, Inc. starting from May 2020.

Dave Jones pursued a Doctor of Law degree and an LL.M. in Taxation from the University of San Diego School of Law. Before that, they earned a Bachelor's degree from Brigham Young University. Dave also completed their General Education from El Camino College. The specific years of their education are not provided.