Dave is Branch Manager for the Cape Coral, Florida office of Raymond James Financial Services (RJFS), Member FINRA/SIPC. As a Raymond James financial advisor, Dave designs and manages asset allocated portfolios for individual and corporate clients via access to a variety of financial markets and products to help meet his client's needs.
He holds a bachelors degree in Accounting, Business & Finance from Ohio Wesleyan University, and is a Chartered Retirement Planning Counselor designee from the College for Financial Planning. He is also a Registered Options Principal. Dave holds series 4, 7, 10, 24, 63, and 65 licensed, and holds state insurance licenses in Florida and California.
Dave is a US Navy veteran, serving as a Lieutenant during the Vietnam era; he also was Division Controller for LTV Steel and Superintendent of Customer Service and Production Planning. Dave started the Original Olde Discount Stockbrokers in Fort Myers Florida in 1988 and served as Branch Manager at all 3 of its locations. Both Pete and Dave bring their extensive experience and integrity to their clients through Raymond James Financial Services. They are extremely proud of the Customer Service provided to all aspects of their Clients Lives.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.