David brings his 25 years of industry experience to each client relationship. He strives to provide clients with clarity and confidence throughout each of their different stages of life, using a personalized financial plan, disciplined investment management, and outstanding client support. David is a CFP® (CERTIFIED FINANCIAL PLANNER™), and he graduated from Connecticut College with a BA in Economics. He began his career in financial services with Legg Mason in Boston before moving to Florida and starting a 20 plus year career with TDAmeritrade. At TDAmeritrade, he was an Investment Consultant helping clients with retirement planning and investment management. David held branch leadership