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David Price

Co-Founder, Managing Partner

Navis Wealth Management

United States, New York, New York

About Me

David Price is a managing partner and co-founder of Navis Wealth Management. David is responsible for management oversight and strategy for all of the firm’s business lines, sourcing and implementing the company’s various growth strategies and new business initiatives. In addition to his executive management duties, he continues to work with a select group of clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) David enjoys building long-term relationships with multiple generations of families, serving as a reliable financial confidante and a go-to resource for a host of needs. He is an avid listener and is intimately familiar with the nuances of each family’s circumstances, directing outreach
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Profile Information

Co-Founder, Managing Partner

Navis Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

May 15, 2024

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