A Williamsport financial services firm is dedicated to helping individuals, families, and businesses owners achieve long-term goals through personalized investment strategies.

Edward Jones, 1024 Washington Blvd., specializes in retirement planning, wealth management, tax-efficient investing, education funding, and estate considerations — all delivered through one-on-one relationships built on trust and understanding, said David Tanney, Certified Financial Planner (CFP).

Who are the employees or number of employees at the local office?

“Our Williamsport office is a team of three: myself, Associate Financial Advisor Megan, and Branch Office Administrator Cora.

“Together, we serve more than 300 families mostly in PA but also across the US with approximately $135 million in assets under care. Every client receives the benefit of our full team’s focus, care, and collaboration,” he said.

What makes Tanney specialized to lead this business office?

“As a CFP® Professional and MBA graduate of the University of Florida, I bring a disciplined and strategic approach to financial planning,” he said.

“But just as important are the leadership skills, focus, and teamwork I developed earlier in life as a U.S. Marine. I lead my practice with the same commitment to service and excellence that guided me in uniform — now applied to helping families and business owners make confident financial decisions.”

Tanney earned a bachelor’s degree in finance from Penn State University and an MBA from the University of Florida.

After serving in the U.S. Marine Corps, Tanney built his financial advisory practice here in Williamsport.

” I’m proud to serve my community not only through Edward Jones but also as a board member for organizations like Dwell, the YMCA Advisory Council, and the North-Central Pennsylvania Estate Planners Council,” he said. “I view financial advising as both a profession and a mission — helping people build security, legacy, and purpose with their resources.”

Military viewed as a positive

Tanney entered the U.S. Marine Corps right out of high school, serving five years as a Recon Marine. Stationed primarily out of Okinawa, Japan, he deployed twice with the 31st Marine Expeditionary Unit, operating as a Team Leader responsible for leading five other Recon Marines on clandestine missions around the world.

“To sharpen my leadership and tactical skills, I attended and successfully completed the U.S. Army Ranger School as a Marine — a rare accomplishment that deepened my appreciation for teamwork, resilience, and strategic thinking,” Tanney said.

Before leaving active duty, Tanney was promoted to Sergeant (E-5), with four of my five promotions earned meritoriously. His awards and qualifications include:

Expert Rifle (4th Award)

Expert Pistol (3rd Award)

Marine Corps Combatant Diver

Navy and Marine Corps Parachutist Insignia

Two Certificates of Commendation

Two Navy and Marine Corps Achievement Medals

Good Conduct Medal

National Defense Service Medal

Global War on Terrorism Service Medal

Two Navy Sea Service Deployment Ribbons

Ranger Tab

“Those years taught me that discipline, preparation, and integrity are non-negotiable — principles that remain the foundation of how I serve my clients today,” Tanney stressed.

“Being recognized by Forbes is an incredible honor — but I see it as a reflection of our team’s shared effort and our clients’ continued trust,” he said. “I’m proud, yes, but more than that, I’m grateful. Megan and Cora are integral to everything we do here. Every milestone and every client success story comes from that spirit of collaboration and care that defines our office culture.”

About Edward Jones:

Edward Jones is a Fortune 500 financial services firm that serves more than 8 million clients across North America. The firm is known for its human-centered approach to investing, pairing personalized advice with long-term financial strategies to help individuals, families, and businesses achieve their goals.