David comes to Raymond James embarking on a new career journey after investing 30 years in public education at Wallace Community College. During his time in education he served in the capacity as both a classroom instructor and Division Director of Developmental Studies. This time in public education ignited a passion and desire to assist others with the knowledge and motivation of financial planning and preparation for retirement and the attainment personal goals.
In his role as Client Management Associate, David will be working with John, Linda and Jane to provide clients with enthusiastic and effective client services. He will work closely with John in communicating with clients regarding general non-advising account matters in a variety of formats. He is happy to assist clients with issues and questions regarding statements, tax forms, balances, dividends and money movement.
David and his wife Joyce have been married for more than 25 years. They attend Wiregrass Church and share a mutual love of animals particularly dogs. They are the parents of three wonderful dogs...Rusty (Papillion), Sophie (Maltie-Poo) and Miles (Chihuahua). They enjoy traveling and after an anniversary trip to Ireland they have set a goal for further travel in the British Isles and Europe.