David Yi

David Yi,

AAMS®, AIF®, WMS™ Financial Advisor

As a Financial Advisor, David fulfills a variety of important roles in the practice, facilitating client requests, managing client accounts, but most importantly, connecting with clients on a personal level to provide tailor-made, excellent service. 

Personable and capable, David works to instill clients with confidence and knowledge that they have the support of a hardworking team supporting their goals. Having been in the industry for four years, he uses his financial education and experience in a way that makes a meaningful difference in people’s lives.

David is a graduate of Boston University’s Questrom School of Business where he earned a bachelor’s degree in finance. Prior to joining Raymond James in 2023, David worked with Andrew H. Lee in his practice with Wedbush Securities.

He is a Co-Chair of the Boston University Alumni Network of Los Angeles where he actively engages with his alma mater community through events and outreach. He is also a part of the inaugural Young Questrom Leaders Alumni Council where they focus on strengthening the student and alumni relations of BU’s business school. While in college, David volunteered with the Greater Boston Food Bank and the American Cancer Society Relay for Life for all four years.

David is originally from Orange County and currently lives in Los Angeles. He is the founder and captain of his LA-based Sunday league soccer team. He enjoys spending time with family and friends and being active. He also pursues an interest in photography and likes to cook.

AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.