As an Investment Counselor affiliated with Raymond James Financial Services, David places a high value on small town relationship building in concert with the resources a large-scale organization brings. Following fiduciary standards, David tailors a plan that aims to achieve each client’s financial, and ultimately, personal goals. With more than 16 years of experience, he takes pride in continuing this legacy of a personal approach to finance; advancing the financial objectives of the professionals, families, and business owners who make up his community. Taking the time to understand his clients and their needs is the driving ethos of his work, instilled through a family-built business, and one that speaks most closely to his own professional goals.

David is a member in good standing of the Financial Planning Association. He holds his Series 7, 9/10 and 66 securities licenses. He also earned the AIF certification. In addition, he is licensed in life and health insurance. David was named to the 2025 edition of the Forbes list of Best-in-State Wealth Advisors †. He is a member of the Metuchen Downtown Alliance.

David graduated from Bentley University in 2007 with a Bachelor of Science in Finance. He is an alumnus of St. Joseph’s High School, Metuchen as well as an Eagle Scout. He is a proud and active sponsor of various community organizations and events including The FPC Food Pantry and Metuchen Baseball and Softball. He is also a lifelong parishioner of St. Francis Cathedral. When not managing his clients’ portfolios, David can be found playing a round of golf, spending time at the Jersey shore, or at home in Franklin Lakes, N.J. with his wife, Meredith, son, Luke, daughter, Isla, and golden doodle, Murphy.