Dave has been with Raymond James & Associates since 1999 and in the securities industry since 1984. Dave was a General Partner at Roney & Company (an investment banking & brokerage firm) from 1993 until 1999 when Raymond James bought Roney & Company.
Education
- University of Michigan, Ann Arbor, MI
- Wharton School at the University of Pennsylvania, SIA.
- Industry Exams Passed- Series 3, 7, 9, 10, 22, 24, 31, 63, 65
- Insurance licensed - life, health and long term care
Corporate Achievements
- General Partner/Roney & Company 1993
- Senior Vice President/Investments, Raymond James 1999
- Raymond James & Associate Executive Council Board Member 2003-2005