David Burg,
CRPC®, AIF®
Managing Principal, FHFS
Investment Management Consultant, RJFS
David began his career in Financial Services in 2001 with Merrill Lynch where he became a Chartered Retirement Planning Counselor and met his business partner, Bill McConnell. David and Bill both left Merrill Lynch in 2009 to form First Harbor Financial Services at Raymond James and have never looked back. David earned the title of Investment Management Consultant from Raymond James in 2011 and most recently an Executive Club* Member 2017.
David is also an Accredited Investment Fiduciary® designee through Fi360. AIF® designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.
David and the team believe in a multipronged plan to create and preserve wealth. We focus on many areas including ETF’s, Covered Call Strategies, Structured Notes from Raymond James Alternative Investments, and guaranteeing lifetime income and the opportunity for growth using the products from RJIG, the annuity and insurance department at Raymond James.
David also has a passion for golf, tennis, and the ocean. When David isn't researching investment ideas, he is very involved in education, both at this alma mater, Clemson University, and locally at his son’s school. David serves on the Alumni Advisory Board at Clemson and mentors students in Clemson’s formal Tiger Ties Mentoring program. Finally when David is ready to relax, he enjoys spending time with his son at their beach condo in Florida.
Previous positions held:
Senior Financial Advisor, CFM, CRPC at Merrill Lynch
Worked 10 years for IBM
Served as Director of an entrepreneurial start-up company
Education:
Received Masters degree from Georgia State
Graduated from Clemson University with a BS in Financial Management, a minor in Accounting and concentrations in Financial Institutions and Real Estate
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Investments mentioned may not be suitable for all investors.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with the above organizations and/or charitable causes.
