Dave began his career in 1984 with Compass Bank, managing fixed income portfolios for community banks in Tennessee, Louisiana and South Carolina until 1992 when he joined UBS Financial. At UBS, he continued to manage fixed income portfolios and began to incorporate retirement plans into his business. In 2002, he joined The Trust Company of Sterne Agee & Leach where he continued to specialize in the retirement plan arena.
Now with Birmingham Investment Group he services over 50 retirement plans, as well as many individual clients’ portfolios. Dave is recognized as a top qualified plan producer within Raymond James Financial Services by being one of 50 advisors that qualify for the Retirement Plan Advisory Council* based on number of qualified plan accounts and assets. He is on the Raymond James Financial Services Executive Council* of leading independent financial advisors nationwide. Dave has earned the designation of Accredited Investment Fiduciary, strengthening his understanding of various standards to which advisors and stewards of retirement plans, trusts and endowments are held.
A native of Birmingham, Dave has been married for 34 years with 3 grown daughters. He is a member of The Advent Episcopal Church and enjoys golfing and fishing.
*Council Membership is based on prior year fiscal production and requalification is required annually. These recognitions are not indicative of future performance, are not endorsements, and may not be representative of individual client’s experiences. No fees are paid by the Financial Advisors for inclusion in the Executive Council or Retirement Plan Advisory Council.