As a financial advisor, David* concentrates his efforts working with closely held businesses, their executives and families. He is knowledgeable in all aspects of financial planning and wealth management and brings a wealth of diverse experience to his practice, including specialties in investment services, asset and income protection strategies, and personal and business planning.
Through innovative business and value maximization techniques, David focuses his efforts developing clients' maximum wealth potential by educating and empowering them to make sound financial decisions using a macro-economic approach.
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 and his wife, Vanessa, currently reside in Mendham, New Jersey, with their three children. He makes a difference in the lives of families, friends and the community by spending time with 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 Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), Financial Representative of Guardian. CA Insurance License #0E43700.