David has been in the financial industry since 1991, focusing on providing sound, unbiased advice in the areas of wealth management, retirement plans, financial and estate planning and personal and business insurance.
"In my 20 plus years in the investment industry I have seen the investment industry change dramatically. Using primitive tools and investment platforms of old, is like using pager to communicate with someone. My objective is to give my clients access to investments platforms with alternative asset classes and world class research that themain street investor would not normally have access to because of the individual minimums."
David holds a BS in Marketing from West Chester University. He has earned membership in the prestigious Million Dollar Round Table’s (MDRT*), Top of the Table. MDRT is an international, independent association of sales professionals in the life insurance-based financial services business that admits members who have met strict ethical and production requirements.
Active in many professional and civic organizations, David is a member of NAIFA (National Association of Insurance and Financial Advisors) and the West Chester Chamber of Commerce. He volunteers his services to the Make-A-Wish Foundation. David resides in Doylestown with his wife, Lori and two children.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
Securities America does not render legal advice.