David has more than 20 years of experience serving private and institutional investors. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7 and 66 licenses along with the Florida life, health and variable annuity license. Prior to joining Raymond James, David worked as a retirement plan specialist at Transamerica, a 401(k) and pension specialist at Merrill Lynch, and a financial solutions advisor at Merrill Edge. In the commodities field, he worked as an arbitrage specialist/trader in the pits at the Chicago Mercantile Exchange, and as a broker/trader with MF Global upstairs at the Chicago Board of Trade. He has a finance degree from Western Michigan University and enjoys mountain biking and golf.
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.