Having a father who was a financial advisor, David grew up with an interest in the business of finance and personal investing. He understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. David listens closely to clients, learning what is important to them and their future goals. As a financial advisor, he puts his clients and their needs first.
David is a member in good standing of the Financial Planning Association. He holds his Series 7, 9/10 and 66. In addition, David is licensed in life and health insurance. In 2017, David was recognized by Forbes as a Top Next-Generation Wealth Advisor.
David graduated from Bentley University in 2007 with a Bachelor of Science in Finance. An alumnus of St. Joseph’s High School, Metuchen, David currently resides in Edison with his wife Meredith, his son Luke, and his exuberant golden doodle, Murphy.