Raymond James Financial Services

Our Team

Dave Malleck, CIMA®
Registered Principal
Financial Advisor, RJFS

Dave provides investment planning and management for individuals and families.

Dave has more than 30 years' experience in the financial services industry, 19 of which have been with Raymond James Financial Services. He believes that listening and understanding his client's needs and goals the most important thing he can do before developing a financial strategy.

Along with the Series 7, 24, 51 and 63 securities licenses, Dave holds the Certified Investment Management Analyst designation from the Wharton School of Business at the University of Pennsylvania.

He and his wife, Meredith have two young daughters and enjoy their time involved in the girls' school activities and functions.

Dave has a keen interest in rural development. He was instrumental in developing and implementing a large scale commercial wind farm in the upper mid-west where he spent his childhood.

Raymond James is not affiliated with any of the organizations listed above.

Investments & Wealth Institute TM (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

5005 L.B.J. Freeway, Suite 720 | Dallas, TX 75244 | 972-701-2040 | Fax: 972-701-2049 | Map and Directions | Refer a Friend