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. In his role as fiduciary, David tailors a plan that aims to achieve each client’s financial, and ultimately, personal goals. With over ten 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. In addition, he is licensed in life and health insurance. In 2017, David was recognized by Forbes as a Top Next-Generation Wealth Advisor*. He is a member of the Metuchen Area Chamber of Commerce.
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 FUCE 5K and Metuchen Little League. He is also a lifelong parishioner of St. Francis Cathedral. When not managing his clients’ portfolios, David can be found at home in Edison, N.J. with his wife, Meredith, son, Luke, and golden doodle, Murphy.
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.