David L. Van Geffen

CPA*
Branch Manager

In 1978, David graduated from the University of Southwestern Louisiana with a degree in business administration with an emphasis in accounting.

In February 1980, David became a Certified Public Accountant after passing the uniform CPA examination. In 1992, David became a CERTIFIED FINANCIALPLANNER™ professional after completing the prescribed course of study by The College for Financial Planning. After 13 years as a CPA, David joined a national investment firm and served as a registered representative.

In June of 1996, David joined Raymond James Financial Services, Inc. as Branch Manager.

David believes that with his education and experience he is qualified in providing financial services for his clients. He is committed to helping his clients achieve their financial goals. David accomplishes this through a comprehensive review of his clients' objectives, combined with a conservative, long-term approach to asset allocation and selection of quality financial products.

*Tax and accounting services are not provided by Raymond James.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.