Senior Vice President, Wealth Management
David leads retirement plan consulting as well as the portfolio construction and execution areas of Diamond Private Wealth Partners of Raymond James. He brings over a decade of experience in consulting on corporate retirement plans and in helping families meet their financial goals. David believes that financial planning is the bedrock of long-term financial success and became a CERTIFIED FINANCIAL PLANNER™ professional in 2013.
Prior to joining Raymond James in 2020, David began his career with UBS in a training program where he rotated through the equity sales desk and the regional consulting group in addition to working with individual and corporate clients throughout the firm. He graduated cum laude from Rutgers University with a B.A. in economics and political science.
David is a past master of the Mosaic Lodge #194 F&AM and founded the Mosaic Lodge Foundation of New Jersey. In his free time, David volunteers with many of the charity projects and community initiatives of the Mosaic Lodge Foundation of New Jersey and is an avid reader of nonfiction books. David and his wife, Kristin, reside in Emerson, New Jersey, with their two cats, Dyson and Lilo, and their dog, Molly.
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.