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 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 12 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 law degree and a Master's in Business Administration from Quinnipiac University.
In 2017, 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.
* *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018 Five Star Wealth Managers.
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