“My objective is to understand my clients’ goals, work within their comfort level, build strong relationships based on trust, and develop a strategic plan that will help them achieve their financial and retirement goals. I begin all of my client meetings by listening to their personal goals, current financial situation and plans for the future. Good communication and great service are the keys to developing and maintaining successful long-term relationships.”
A 1984 graduate of St. Bonaventure University, David holds a Bachelor of Science in Business Administration. David worked for 14 years on Wall Street, first as a financial analyst for three years at Dean Witter Reynolds, then as a Vice President at Cantor Fitzgerald, Inc. and Liberty Brokerage. He also worked for over five years as a Business Development professional for eBay, Inc.
David is a Registered Representative of GWN Securities Inc., an independent registered broker-dealer. He is registered to sell mutual funds and variable annuities. He is also licensed for life, health and accident insurance.
David is a resident of Collegeville, Pennsylvania. In his spare time, he enjoys quality time with his wife and son, and playing tennis and golf.
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Via MyRepChat: 610-686-7450