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 25 years ago after spending a decade in the corporate world holding various executive positions. 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 are life planning, investments, risk management, retirement planning and legacy planning. They also have extensive experience working with foundations, endowments and corporate retirement plans. In addition, David has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

A strong believer in giving back to his community, David coached and mentored young men for much of the last 25 years. He formed, managed and coached several travel baseball teams and AAU basketball teams that helped young men develop in the areas of responsibility and accountability as well as improving their athletic skills.

David and wife, Diana, reside in Monclova, OH and have two children (CJ and Ciera). CJ works in Sales Management for Gallo Winery and lives in Indianapolis, and Ciera is a Regional Sales Representative for Organon and lives in Cleveland, OH.