With a financial services career spanning over three decades, David offers a wealth of expertise to help clients pursue their objectives. He is passionate about helping others achieve financial confidence and takes a personalized approach to financial planning, fostering relationships with each of the families and individuals he serves.

David’s work ethic and success is to a large degree a byproduct of his immigrant family upbringing. Proudly, they succeeded in achieving the “American Dream” they worked so hard for, as the family can not only point to David’s success but also that of his siblings who include an anesthesiologist, a dentist and a retired I.T. professional who spent his career at Citigroup and General Electric.

David has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Accredited Asset Management Specialist℠ and Chartered Retirement Planning Counselor℠ designations. At Raymond James, David was a member of the President's Council* (2019) and is now a member of the Chairman's Council* (2020 & 2021).

David began his financial services career as part of the legal and compliance branch audit team for EF Hutton. Before joining Raymond James in 2017, he was a financial advisor with Prudential Securities and Merrill Lynch. He earned a bachelor’s degree in finance from St. John’s University. David has proudly been named to both the 2020 and 2021 lists of the Forbes Best-In-State Wealth Advisors†.

An active member of his community, David is currently on the Board of Directors and the Philanthropy Committee for the YMCA of the Treasure Coast, Florida, Inc. David has previously served on the board of directors for local chapters of Big Brothers Big Sisters, the Salvation Army, the American Red Cross and The First Tee of the Treasure Coast. He also actively supports numerous environmental organizations. In his spare time, David can often be found boating, rooting for the New York Yankees or enjoying some classic rock – especially Bruce Springsteen.

Originally from Brooklyn, David has lived in Palm City for over 30 years. He and his wife, Shari, have two children, Andrew and Alicia.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

†The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.