Specializing in portfolio management and asset allocation, David works closely with clients to develop an appropriate asset allocation strategy to match their investment portfolios with their financial goals and risk tolerance.
He finds it fulfilling to be in a position of serving people who value his advice. “It is important that I not only listen to what each client is saying, but that I take an active role in educating them as to what we feel is important regarding their finances and financial future,” David says.
David works diligently to ensure all client meetings end with everyone feeling that they got something beneficial from the discussion, and he always lets clients know he is available to meet with them whenever the need arises.
David moved to Raymond James with the team in September 2022. He began his career in financial services in 1999 with Legg Mason and then joined Ferris, Baker Watts as an investment executive in 2001. He holds a bachelor’s degree in economics from the University of Arizona and a certificate in financial planning from Georgetown University.
David is originally from Alexandria, Virginia, moved to Tucson, Arizona, and today lives in McLean, Virginia, with his wife, Stephanie, and their daughters, Alexandra and Samantha.
Asset allocation does not guarantee a profit nor protect against loss.