With over 15 years of experience in the financial services industry, David is a trusted resource for clients and seeks to empower and educate them with understandable language and a goal-oriented process. He is a CFP® professional, having completed a rigorous and comprehensive program that covers nearly 100 integrated financial planning topics, including investment, retirement, education savings, insurance, tax and estate planning.
He earned a bachelor’s degree in economics from Bates College and participated in the Washington Semester Program at American University, studying economic policy. David is a graduate and former steering committee member of the Berkshire Leadership Program. He serves on the board of directors for Community Access to the Arts (CATA), Child Care of the Berkshires and is a member and volunteer at New Hope United Methodist Church. David is a recipient of Berkshire County’s 40 Under Forty award for career development and commitment to community.
David enjoys traveling, playing tennis and spending time outdoors. He is a Williamstown, Massachusetts, native and lives there with his wife, Ashley, and their son, Andrew.
* Berkshire Community College recognizes 40 young professionals each year based on nominations and the following criteria: career path, commitment to community, outside recognition, overall nomination. Nominees must have been 39 or younger as of April 1, 2018. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating. Berkshire Community College is not affiliated with Raymond James.
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.