As a Certified Financial Planner™ professional, David is passionate about helping clients manage and preserve their wealth in pursuit of their objectives. Conscientious and trustworthy, he takes a transparent approach to his work and believes in putting clients’ interests first.
He has been affiliated with Raymond James Financial Services since 2013 and joined FirstBank Investment Partners in 2021. He earned a bachelor’s degree in business administration from Middle Tennessee State University.
Giving back to the community is important to David. He has served on the board of The Discovery Center since 2013 and in 2020 became president of the board. The Discovery Center provides hands-on education opportunities for the community. He also has served on the board of the William County Library Foundation since 2015, was named vice president of the board for 2020 and will serve as board president in 2021.
The Tennessee native lives in Murfreesboro with his wife, Tori. They have a daughter, Natalie. In his spare time, David enjoys watching and playing sports.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.