David M. Beaver,
CPFA™, CPM®, CPWA®, CIMA® Senior Vice President, InvestmentsDavid is a seasoned financial professional with a strong commitment to serving his clients and his community. Over the past three decades, he has garnered extensive experience in wealth management, building personalized financial strategies and unwaveringly prioritizing continuous learning along the way.
In his previous roles, David has served as a senior vice president and wealth management advisor, which involved managing client assets and handcrafting tailored portfolios. He and his team joined Raymond James in 2023 after searching for a flexible and people-first environment that truly aligned with his goal of helping his clients pursue their financial objectives.
David is a credentialed, lifelong learner who believes his rigorous and ongoing industry training empowers him to bring knowledge and insight directly to his clients. David holds several designations, including:
- CIMA® (Certified Investment Management Analyst®)
- CPWA® (Certified Private Wealth Advisor™)
- CPM® (Certified Portfolio Manager®)
- CPFA® (Certified Plan Fiduciary Advisor®)
His professional credentials are further backed by a degree from the University of Maryland UMUC.
David and his team have built a practice in which delivering boutique-like financial planning services becomes especially beneficial to clients.
On a day-to-day basis, David analyzes investments and performance, and designs individualized strategies right from his office for his clients. He believes clients appreciate his dedicated, empathetic and education-focused approach.
Outside the office, David spends his leisure time cycling, reading and travelling. He has also dedicated his free time as a senior board member of the Sunrise Rotary Club, Soroptimist Int’l of the Marianas and Junior Achievement in Guam.
A Guam native, David currently resides on the island with his spouse, Marie, and two children, Isabella and Victorianna.
Raymond James is not affiliated with any of the companies mentioned.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
