David is the Managing Director of Patton Wealth Management and a Financial Advisor with Raymond James Financial Services. He began his wealth management/investment advisory career over 20 years ago after spending a decade in the corporate world holding various executive positions. Most recently, David was Senior Vice President and Senior Financial Advisor with Merrill Lynch. He achieved several designations/awards over his 10 plus years with the firm. He received both a Bachelors of Business Administration and MBA from The University of Toledo.
David and his team focus on total wealth management for families, business owners and professionals. A few of the areas that they specialize in area life planning, investments, risk management, retirement planning and legacy planning. They also have extensive experience working with foundations, endowments and corporate retirement plans.
A strong believer in giving back to his community, David has been coaching and mentoring young men in the area for the last 16 years. He has formed, managed and coached several travel baseball teams and AAU basketball teams that have helped young men develop a sense of responsibility and accountability and improve their athletic skills.
David and is wife, Diana, reside in Monclova, OH and have two children (CJ and Ciera). CJ is attending Miami University’s Farmer School of Business and also runs sprints on the varsity track team. Ciera is a Sophomore at Ohio State University and is studying Health Sciences.
Raymond James is not affiliated with any of the organizations listed above.