Investor Access
David J. McCarthy
David J. McCarthy
First Vice President, Investments

David began his career in the financial services industry in 1982 with E.F. Hutton and later moved to Oppenheimer & Company. He joined Raymond James in 2005. He has a bachelor’s degree in economics from Boston College.

David helps clients balance their portfolios via risk analysis and asset allocation, and by then implementing the corresponding optimal mix of stocks and bonds to help achieve their financial goals, including generating retirement income.

He currently lives in Portage, Michigan. In addition to serving on the endowment committee of Constance Brown Hearing & Speech, David has served many organizations – including the American Cancer Society, the Downtown Kalamazoo Kiwanis, the Portage Public Schools Curriculum Committee and the Boston College Admission Council.