• David Schiff, CFP®

    Financial Advisor

David Schiff joined Raymond James Financial Services after beginning his career as a financial advisor with Morgan Stanley Dean Witter. His licenses include the Series 7, Series 66, Series 31, and life and health insurance.

A native of upstate New York, David attended Charleston Southern University where he majored in both economics and business administration. As a member of the Charleston Southern golf team, he competed at the Division I level. David believes that every investor’s trust deserves his dedication by identifying and learning each client’s unique needs and objectives. By understanding the client's desires, he can provide a complete, professional strategy for investments, insurance, estate, education or retirement planning.

David resides in Huntersville, where he is available to address his clients' individual concerns, both in and outside North Carolina.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.