Financial Advisor David Marshall joined Raymond James in 2021 and Fortuna Wealth in 2023. He has built a successful business by providing a wide range of financial services to high-net-worth clients. His focus is on investment management and developing retirement plans with additional experience in insurance solutions, trusts and estates, and strategic planning.
David is a graduate of the University of Pittsburgh where he earned a Master’s Degree in Business Administration and the University of Notre Dame where he earned a Bachelor of Science Degree in Microbiology. Before joining Fortuna Wealth, David was a financial advisor with two national firms. David began his financial career at Prudential Securities in 1995 and most recently was a financial advisor with Wells Fargo Advisors.
David believes in actively serving the community. As a board member of the Notre Dame Club of Naples, he helps direct events that support numerous Florida charitable organizations. In his spare time he also looks forward to volunteering on the Advisory Committee at the Everglades Wetlands Research Park which contributes to the restoration and conservation of wetlands in the Florida Everglades.
Currently residing in both Miami and Naples, David and his spouse Teri enjoy cooking and the outdoors. He enjoys golf and was a past participant in Florida Senior Golf Tournaments. While Teri and he like traveling, they also love spending time with their dog, Tucker.