“Trust is the foundation of an effective client advisor relationship. I take a consultative approach to investment planning, listening as much as I can about each client’s life goals and dreams to guide the development of their wealth management plan.”
David enjoys helping his clients prepare for significant financial events in their lives. He specializes in helping clients with their unique goals including retirement, education, liability and wealth transfer planning objectives. David helps his clients implement a suitable investment strategy aligned with their investment objectives and goals.
David strives to create flexibility in his clients’ plans to help them to respond to change when necessary — whether it is in the market or their own lives.
Background and experience
Helping clients achieve financial well-being has been David’s goal since college. He studied economics at the University of Michigan while working as an intern for an experienced investment advisory team.
David began his career as a Financial Advisor with Merrill Lynch in Detroit, where he developed his fundamental investment knowledge and process for helping clients. After spending 5 years at UBS, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in August, 2008 .
Away from the office
David’s highest priority is his family, including his wife, three teenagers and young son. He enjoys watching them grow from each new experience. David does find time to stay active and play the occasional round of golf.