David uses his broad and diverse educational background to provide a depth of knowledge and experience to his clients. As a licensed attorney with a graduate degree in business, David is able to leverage that knowledge with his financial advisory experience to support his clients.
His deep understanding of the legal and tax framework behind generational wealth transfers, long term care planning and the use of trusts to protect assets gives David’s clients a resource that is not available with many advisors.
Each client’s situation is unique, and David builds a plan focused on the most important criteria to the client. He uses combinations of assets to seek a balance of protection, income and portfolio growth that blends together to give each client a working plan that helps promote financial confidence.
David has 15 years’ experience in investment services, specializing in trust and estate planning strategies as well as elder care.
David is a combat veteran who served in Afghanistan as an Infantry Staff Sergeant in the United States Army. He holds a BA, a Master’s in Business Administration and a Juris Doctorate degree from Quinnipiac University.
In 2017, 2019, 2020 and 2021 he was chosen as a Five Star Wealth Manager* and has presented at Focus, LPL’s national conference on The Keys to Creating Powerful Client Connections. David has served on the boards of several non-profits. He is also an altruistic kidney donor, successfully donating a kidney to a local school teacher in 2001. David received BA and MBA degrees from Quinnipiac University.
David’s FINRA registrations held with LPL Financial:
SERIES 7, 63, 66, LIFE & HEALTH