With a financial services career spanning over three decades, David offers a wealth of expertise to help clients pursue their objectives. He is passionate about helping others achieve financial confidence and takes a personalized approach to financial planning, fostering relationships with each of the families and individuals he serves.

David’s work ethic and success is to a large degree a byproduct of his immigrant family upbringing. Proudly, they succeeded in achieving the “American Dream” they worked so hard for, as the family can not only point to David’s career but also that of his siblings who include an anesthesiologist, a dentist and a retired I.T. professional who spent his career at Citigroup and General Electric.

David has attained the prestigious CFP^® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Accredited Asset Management Specialist_℠ and Chartered Retirement Planning Counselor^℠ designations. At Raymond James, David has been recognized as a member of the President's Council* and the Chairman's Council*. David began his financial services career as part of the legal and compliance branch audit team for EF Hutton. Before joining Raymond James in 2017, he was a financial advisor with Prudential Securities and Merrill Lynch. He earned a bachelor’s degree in finance from St. John’s University. 

An involved member of his community, David has previously served on the board of directors for local chapters of Big Brothers Big Sisters, the Salvation Army, the American Red Cross, The First Tee of the Treasure Coast and the YMCA of the Treasure Coast. He also actively supports numerous environmental organizations. In his spare time, David can often be found boating, rooting his favorite baseball team or enjoying some classic rock – especially Bruce Springsteen.

Originally from Brooklyn, David has lived in Palm City for over 30 years. He and his wife, Shari, have two grown children, Andrew and Alicia.

*Membership is based mainly on assets under management, education, credentials, and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating. President’s Council Achievements: 2023 and 2019 Chairman’s Council Achievements: 2022, 2021 and 2020.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP_® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP_® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC