Phone:407-316-8043 ext. 228
While attending the University of Central Florida, David entered the retail world where he managed stores for a national chain. During this time he gained valuable business experience that helped him discover that he had a unique ability to help people with complex financial matters. With this knowledge, David decided to become a financial advisor where he has worked with affluent families, professionals and business owners for over 25 years. During this time he has presented hundreds of educational workshops on a variety of financial planning topics for both individuals and business owners alike.
He strives to help his clients prepare for their financial future by using sound strategies that are designed to meet their long-term goals. Strong relationships and
a commitment to excellent service are characteristics that his clients have come to expect and appreciate.
- FINRA Series 7 Securities Representative
- Investment Advisor Representative Series 65
- Licensed Life, Health and Variable Annuities
Business Succession Strategies, Business Valuation Analysis, Buy/Sell Agreements and Funding Strategies, Executive Compensation and Incentive Plans, Key Employee Protection and Retention Strategies, Employee Benefits, Business Retirement Plans and Business Consulting Services
Family Protection Strategies, Risk Management, Life, Disability and Long-Term Care Protection, Financial Strategies, Retirement Plans, Investment Strategies and Wealth Management, Education Funding, Asset Protection Strategies, Estate Planning, Charitable and Gifting Strategies and Special Needs Programs