David learned early in his career that having a long-term financial plan and a highly diversified portfolio was a sound path to potential success for his clients. He has always operated under the philosophy that honesty, trust, and proactive communication are the cornerstones to building a successful long-term relationship with his clients, and their families. Although highly proficient in many areas, David’s focus within the team is centered on financial planning to help his clients achieve a work optional or retirement lifestyle, and the often more difficult task of planning to transition into retirement by creating tax-efficient and sustainable retirement income plans. Within the team and behind the scenes, David is also responsible for mutual fund research and managed accounts research.
In 2000, he began his career in the financial services industry as an advisor with A.G. Edwards, and in 2008, earned the professional certification of CERTIFIED FINANCIAL PLANNER™ practitioner. In becoming certified by the CFP Board, David has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Prior to his financial services career, David served as a sales representative for Miami Elevator Co., and graduated cum laude from Florida State University with a bachelor’s degree in marketing. He has been an active member of his community, volunteering and serving in various board positions with the Rotary Club of Lake Buena Vista and the American Lung Association. David also spent many years coaching his son’s baseball teams at Windermere Little League.
David was born in Dallas, where he lived until age 12, when the family relocated to Orlando. He remains a loyal fan of the Dallas Cowboys, as well as all Florida State Seminoles sports. Today, David resides in Windermere with his wife, Cari, and children, Ella and Austin. Outside of the office David enjoys exercising, softball, and golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
All investing involves risk and you may incur a profit or a loss. Past performance is not a guarantee of future results. Diversification does not ensure a profit or guarantee against a loss.
Raymond James is not affiliated with the above organizations and/or charitable causes.