David is a financial advisor that concentrates his efforts working with closely held businesses, their executives and families.  Through innovative business and value maximization techniques, he helps develop clients' maximum wealth potential by helping them make sound financial decisions using macro-economic techniques. 

David received an athletic scholarship to Wake Forest University.  While in college he earned a B.S. degree in business from the Calloway School of Business and Accountancy with a concentration in finance and marketing.  After college David worked for Woolf Associates in Boston, Massachusetts, a sports management and marketing firm. He then went on to attend the F.W. Olin Graduate School of Business at Babson College in Wellesley, Massachusetts. At Babson, he graduated with a Masters of Business Administration with emphasis in finance, entrepreneurship, and marketing.

David currently resides in Hoboken, New Jersey. He spends time giving back to his community through various charitable endeavors and is a founding board member of the Middletown South Football Alumni Association which provides scholarships to student-athletes. Additionally, he is a board member of the Middletown High School South Hall of Fame in which he was inducted with the inaugural class in 2005.

Registered Representative of Park Avenue Securities LLC (PAS), 710 Route 46 East, Suite 401, Fairfield, NJ, 07004.  Securities products and services offered through PAS, (973) 244-4420.  Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirectly wholly owned subsidiary of Guardian.  The Preferred Client Group, LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
www.finra.org