David serves as his clients’ go-to person for financial guidance, providing estate and wealth transfer services, retirement planning, and advice for clients transitioning into retirement. Responsive and accessible, David believes engaging his clients on a personal level enables them to make truly informed financial choices that enrich their lives.
Prior to joining Raymond James in 2014, David held high-level positions as senior vice president and branch manager at Stifel Nicolaus and vice president, regional sales manager at Pacific Life. He earned his bachelor’s degree from Clarion University in 1989.
David spent many years gaining industry knowledge in Minnesota, Virginia and Tennessee before returning to his native Pennsylvania to grow his practice. David has three children, Alex, Riley and Adeline. His spare time is spent doing Projects at his home just outside of Clarion.