David has been a financial advisor since 2000. He and his team are responsible for helping clients achieve a saving and investing strategy. Clients look to him for individualized advice and guidance designed to help safeguard wealth, protect future income needs, reduce estate taxes, and provide long-term financial security for loved ones.

He holds a Series 7 as a General Securities Representative.

In his spare time, he enjoys being an advanced open-water diver, going to some of the oceans' most beautiful clear waters at least four times a year, and exploring a whole new world.

He feels it's important for his clients to know they'll have access to many of the global financial industry's professional investment managers and strategies. "Our open-architecture investment platform provides many investment options."