Financial Advisor, RJFS
With more than 28 years’ experience in the financial services industry – 13 of which have been with Raymond James Financial Services – Dave Malleck possesses a long tradition of putting the needs of clients first through a broad approach that values individual goals and comprehensive planning. As a registered principal of RJFS, Dave works hard to ensure each of the group’s clients receives the highest level of personal attention and service possible.
In addition to the formal and practical training he’s received over the years, Dave has earned the Certified Investment Management AnalystSM designation from the Wharton School of Business at the University of Pennsylvania. The combination of his extensive experience, in-depth knowledge and specialized industry credentials makes him a highly sought-after source for informed opinions and insights into the financial markets.
Dave, along with his wife, Meredith, and two daughters, Sloan and Gray, resides in Dallas.