David Hutton has been serving the financial needs of professionals, business owners, individuals and families for more than 16 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, David takes a comprehensive approach to address your financial needs. After getting to know you and fully understanding your investment objectives and your tolerance for risk, David works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
With insight and industry knowledge, David provides his clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. David’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigating tax liabilities and successfully addressing estate issues; getting better control of discretionary expenses; and reaching your long-term financial goals.
David graduated from Mesa State College with a Bachelor of Business Management degree. He earned the Certified Financial Planner™ certification from the College for Financial Planning. Prior to joining Raymond James in 2021, David worked for Edward Jones for 15 years. Away from the office, David enjoys outdoor activities, such as fly fishing or hiking, and spending time with his family.
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.
Raymond James does not provide tax or accounting services.