David Paller has been serving the financial needs of his clients for more than 32 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, David takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, David and his team work closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, David works diligently to help you develop both your personal financial plan and a detailed investment strategy. David’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.
Originally from Phoenix, Arizona, David graduated from U.C. Berkeley with a B.A. in international relations. Prior to joining Raymond James in 2020, David worked for UBS Financial Services for 11 years. Away from the office, David enjoys spending time with his wife of 35 years, Marcie, and his sons, Jesse and Joe; volunteering with L.A. Family Housing to work on ending homelessness in L.A.; serving as international treasurer for an Israeli-Palestinian coexistence group (Friends of Roots); golfing; and obsessively spending time in the gym.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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