David’s service to his clients starts with listening as its foundation and is built with strong communication and a focus on what’s most important in their lives. With clarity and an educator’s approach, David helps his clients outline their goals and then pursue their vision of financial well-being.
For some, their goal might be their vision of retirement or confidence in their financial future with investing and long-term planning. They may face more complex financial decisions that require more sophisticated and multilayered strategies. David helps them work through these issues with a holistic approach to finances, taking into account tax liabilities and risk management.
As the son of a teacher and the grandson of a community banker, David sees his role as a continuation of a family tradition rooted in knowledge, care for people and the betterment of others. He finds joy in working through his clients’ financial decisions and preparing plans and opportunities tailored to their lives and needs.
David first started his career in financial services in 2010 and joined Raymond James in 2013. He holds a bachelor’s degree in international business with a concentration in economics from the University of South Florida. Additionally, David has earned the Certified Financial Planner™ certification with the completion of a rigorous training program with initial and continuing education requirements, ethical standards and examination.
David was born in Florence, Italy, and moved to the United States at age 5, with a childhood split between both places. He and his wife, Lauren, enjoy working on their old home and traveling the U.S. and abroad. Each year, they return to Italy to visit his family. David also enjoys saltwater and deep-sea fishing, particularly for tarpon, snook and redfish.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.