Dave has over 20 years of experience in the investment industry. He began with AXA Advisors in Indiana helping educators set up and invest their 403(b) plans. From there he moved to Lakeland, FL and started a 14-year journey within SunTrust’s Private Wealth Management group. Dave served in many roles within a small team of three including operations, client advising, portfolio management, and financial plan implementation. As a portfolio manager, Dave developed the core-satellite and equity income portfolios for the SunTrust team. Following a brief stint with Merrill Lynch, Dave joined Darden Wealth Group as their Portfolio Manager. His current responsibilities include all portfolio