With more than 28 years of experience in financial planning and investment management, David has the accumulated knowledge and perspective to help you with your financial goals. David understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. David will be with you every step of the way, offering sound advice and customized financial solutions designed specifically for you.
David joined Raymond James in 2020 after 8 years at Merrill Lynch. He has worked with professional athletes, business owners and high-net-worth individuals in developing long-term retirement, wealth transfer, philanthropic and business strategies based on their financial goals, timeline, liquidity needs and risk tolerance.
Today, David provides investment strategies through the use of equities, fixed income securities and more through Raymond James.
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