Senior Vice President, Investments
David began his career with J. C. Bradford and Co. and after its sale to UBS/PaineWebber he spent six years with Stephens Inc. David joined Raymond James & Associates in 2008. As a CERTIFIED FINANCIAL PLANNER™ David is able to help clients meet their life goals through proper management of their financial resources. He believes in the importance of offering quality, long-term financial advice and one-to-one communication. Originally from Columbia, South Carolina, David attended the University of Tennessee, Knoxville. David lives in Hendersonville, Tennessee, where he is a member of the Hendersonville Rotary Club and First Baptist Church, Hendersonville. He enjoys playing golf and attending athletic events in his free time.
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.