Senior Financial Advisor
David has thirty years experience in financial services. He is a CERTIFIED FINANCIAL PLANNERTM and holds an MBA and a BA degree in Finance from the University of South Florida. He began his career in 1984 as a banker and worked in the southwest Florida banking community for fifteen years. In 1999, he began working as a financial advisor. David analyzes and prepares clients' investment plans, monitors their investment portfolios and makes recommendations concerning selection of investment managers. David has lived in Lee County since 1973 and been involved in the local community throughout his career.
David is a member of the Financial Planning Association® (FPA®), an organization committed to advancing the financial planning profession.
We are extremely proud to announce that David has been chosen as Rotarian of the Year twice for the Fort Myers-Sunrise Chapter of Rotary. He has worked very hard as a Rotarian and will again serve as their President for a second term 2014-2015.