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David Roberts

Financial Advisor

Grimes & Company Inc

United States, Florida, Sarasota

About Me

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

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Profile Information

Financial Advisor

Grimes & Company Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sarasota

Florida

United States

Jan 14, 2025

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