David is a financial advisor who specializes in retirement planning and has more than 14 years of experience in the financial services industry.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, David has been dedicated to helping his clients work toward their financial goals and adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. In addition, he holds Series 6, 7, and 66 securities licenses, and is licensed in life and health insurance and variable annuity.
Before joining Raymond James in August 2015, David was a financial consultant at AXA Advisors and John Hancock. He earned a bachelor’s degree in business management from the University of Florida, graduating with honors. Originally from Homestead, Florida, David lives in Tampa with his wife, Keli, and daughter, Marley.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.