David provides counsel to help clients make smart decisions regarding important financial matters. He applies his extensive experience and in-depth knowledge of financial planning, estate planning, investments, risk management and company retirement plans.
David has more than 27 years of financial industry experience. A consistent thread throughout his distinguished career is his meticulous attention to detail, client-centric focus and careful study of the markets.
He develops and implements customized strategies for business owners, families and individuals with objective of maintaining and building wealth over multiple generations.
David believes in the importance of carefully listening to his clients in order to tailor a plan and portfolio that fits their life. Whether your goals include planning for retirement, managing income, giving to charity or passing along wealth, David will create a strategy custom to you.
He provides thoughtful guidance on a full range of financial topics, including wealth management strategies, 401(k) plan options, 529 college savings plans, asset allocation, retirement income strategies, bonds, stocks, estate planning strategies, fixed and variable annuities, insurance reviews, Roth IRAs, traditional IRAs, SEP IRAs and mutual funds.
Before 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 also spent part of his career at Butler Wick and Wells Fargo. He holds a bachelor’s degree from Clarion University.
David lives in Clarion, Pennsylvania, where he has spent a majority of his life. His career has also taken him to Memphis, Tennessee; Woodbridge, Virginia; and Minnetonka, Minnesota. He has three children, Alex, Riley and Adeline. During his free time, David has served as a volunteer wrestling coach in the Clarion area.