Helping people attain financial independence is what attracted David to the financial services industry. It is that passion that drives every decision he makes as he helps families bring together all of the pieces of their financial lives.
David’s dedication to helping others is not limited to the clients that he and his team serve. As a Cannon Financial Institute instructor, he coaches and trains other financial professionals throughout the industry, striving to help them become better at serving the needs of their clients. He does this by following a philosophy he calls “helping others help others.”
David is a member of the Raymond James Chairman’s Council,* 2009 – present, a privilege limited to a select few. The honor is awarded only to those financial advisors who have demonstrated the utmost in commitment to the precepts that define Raymond James – among these a dedication to independence, innovation, intelligence and integrity.
A 1990 graduate of Liberty University, David holds a Bachelor of Science degree in Business Administration. He also earned an Associate degree in Military Science from Lynchburg College. David graduated Airborne School in 1989 and was commissioned as a U.S. Army Officer in 1990.
His commitment to further education continued with the Certification and Professional Education Program at the University of Central Florida in 1996, which ultimately led David to earn the certification as a Certified Financial Planner™ practitioner through The American College in 2000. In 2008, he earned the Certified Wealth Strategist® (CWS®) designation through Cannon Financial Institute. David expects to complete the final phase of his course work with The American College in 2016 to earn the Chartered Financial Consultant® (ChFC®) designation.
David and his team founded Integrated Wealth Solutions of Raymond James in 2008. Before founding IWS, David worked at several prominent wealth management firms. He has built a successful career as a leading advisor and thought leader throughout the industry.
Originally from Miami, David now resides with his family in Winter Garden, Florida. His passions beyond the world of finance include his faith, his family and various nonprofit causes.
In 2010, David founded a men’s ministry called IronMen of God™. In 2015 David partnered with Stand Strong USA™ and Nick Vujicic with Life without Limbs™ to help end bullying in middle and high schools throughout the United States of America. He is currently an Elder in process at his church, Mosaic, and serves multiple other nonprofit ministries within the Central Florida community.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
*Chairman’s Council membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.