David brings conscientiousness and optimism to his approach to financial services, striving to ensure that each client is treated with the utmost care, and channeling a positive attitude each and every day to imbue their financial decisions with confidence. Specializing in helping those reaching retirement or in retirement already, he aims to provide clients with detailed information, facilitating informed choices that bolster their long-term financial plans.
David holds a BSBA in finance, as well as Accredited Asset Management Specialist™, Certified Plan Fiduciary Advisor® and Investment Management Consultant designations. These accolades demonstrate his ongoing commitment to furthering and refining his craft, working with his clients’ best interest in mind. As a veteran of the United States Air Force, he possesses leadership skills that help him guide clients on their financial journeys.
Driven by an entrepreneurial spirit, David has channeled his own personal interest in consulting to help others. He chose to come to Raymond James for the culture and appreciates being viewed by the firm as their client and partner, trusting him to do what’s right for his clients.
Outside the office, David enjoys fishing, boating, travel and spending time with his family. Originally from Melbourne, Florida, he currently resides in Satellite Beach with his wife, Erika.
Raymond James and its advisors do not offer tax or legal advice. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation.