David Rochester

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United States
Germantown, TN
David Rochester

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Business-owner Exit & Succession Strategies
Key Employee Benefits
Company 401(k) Retirement plans
Investment Portfolio Management
Estate Planning
Retirement Preparation
College Savings Strategies
Elder Care Preparation Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

05/12/2026

⏳ Happening tomorrow morning!
If you’ve been following recent global developments and wondering how they may impact the markets, this webinar is for you.

Join us for insights on geopolitical risk with guest speaker Benjamin Bahr, CFA.
⏰ 9:00 AM CST
📅 Wednesday, May 13
📍 Live on Zoom
👉 Last chance to register: https://us02web.zoom.us/meeting/register/udZHYvDpQLCBhm8lTEIlWw

05/01/2026

This week’s headlines matter. Join us May 13 at 9:00 a.m. CST for a live webinar exploring geopolitical risk and its potential impact on financial markets with guest speaker Benjamin Bahr, CFA, First Eagle Investments.

🔗 Register today: https://us02web.zoom.us/meeting/register/udZHYvDpQLCBhm8lTEIlWw

03/04/2026

Spring was definitely in the air at our Bloom Into Wealth event! 🌱
A big thank‑you to Olive Branch Florist for leading such a fun and creative bouquet workshop. We had a great time building bouquets and learning how strong financial habits (our “Seeds of Wealth”) can lead to growing long‑term stability.

Thank you to everyone who came out and spent the afternoon with us!

If you have questions about financial habits that can help support your long‑term goals, I’m here to help:
📞 901‑757‑5757 ext. 1143
📧 [email protected]

11/24/2025

AI is reshaping the markets—are you ready? 🤖📊

Join us Thursday, December 11 at 9:00 AM for our webinar, Artificial Intelligence & Market Dynamics: What Investors Need to Know, featuring guest speaker Michael Orlando from Capital Group.

Don’t miss this timely conversation on how AI is influencing investment strategy and long-term planning.

✅Register here: https://us02web.zoom.us/meeting/register/mEisnHmBRaOIio29NOZ6vg

07/18/2025

Still soaking in the memories from an amazing Talon Awards trip to Maine. It meant so much to experience it alongside my wife and other fellow Shoemaker advisors.

What's a trip you're hoping to take this year? If you haven't considered the financial logistics, I'd be happy to chat with you.

Feel free to contact me at 901-757-5757 ext. 1143 or [email protected] if you have any questions.

12/11/2024

Leslie and I had a wonderful time at the Christmas Captial of Arkansas (Batesville, AR) last weekend! We enjoyed a chilly night of lights and carriage rides along the White River. ⛄🐎

What a great way to kick off the holiday season!

Looking to save but getaway? Check out these 5 winter activities that won't break the bank this holiday season ⬇
https://www.shoemakerfinancial.com/blog/5-winter-activities-that-wont-break-the-bank

Address

2176 West Street, Ste. 100
Germantown, TN
38138

Telephone

+19017575757

Website

https://www.shoemakerfinancial.com/team/david-rochester

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