David Orne,
CFP® Financial Planning ConsultantDavid has more than 20 years of experience serving private and institutional investors. He is a Certified Financial Planner™ professional and holds his Series 7 and 66 licenses along with the Florida life, health and Variable Annuity license. Prior to joining Raymond James, David worked as a retirement plan specialist at Transamerica, a 401(k) and pension specialist at Merrill Lynch, and a financial solutions advisor at Merrill Edge. In the commodities field, he worked as an arbitrage specialist/trader in the pits at the Chicago Mercantile Exchange and as a broker/trader with MF Global upstairs at the Chicago Board of Trade. He has a finance degree from Western Michigan University and enjoys mountain biking and golf.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or accounting services.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.
