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David Mayers
Financial Advisor
As a Financial Advisor with over 30 years of experience, I've dedicated my career to helping affluent clients grow, preserve, and transition wealth through all types of market conditions. After 17 plus, successful years at J.P. Morgan Wealth Management, I'm excited to bring my experience, perspective, and passion for client success to Wells Fargo Advisors (WFA) where I can utilize my full investment skill set through the firm's dual-registration platform. This structure allows me to integrate diversified asset-allocation strategies with customized brokerage ideas designed to complement long-term portfolio growth and potentially add Alpha where appropriate. Throughout my career - from trading equities and working with investment banks to building comprehensive wealth plans - I've navigated multiple market cycles, developing a disciplined approach to both opportunity and risk. My clients trust me because I operate on six core principles: -Trust -Transparency -Knowledge -Client Education -Planning -Confident Execution These pillars have guided me through decades of market volatility and client success stories. There's truly never been a better time for me to help clients pursue their goals with purpose, balance, and clarity. Let's connect to explore strategies for growing, preserving, and transferring wealth over time.
eMoney Advisor® — Connecting your money to what is important in your life
You’ve worked hard to get where you are in life. Now your money can work hard for you with our LifeSync® experience. LifeSync is our approach to planning that helps align your financial objectives with your personal aspirations to help create the unique path to the life you want to live.
Find out where you stand
Your path starts by understanding your relationship with money. Throughout your life, what lessons have you learned? What compromises or adjustments have you made to get you where you are today? These personal insights will help guide you to the future you aspire to live.Explore your future possibilities
Consider all the possibilities that your money can bring to you. Travel? Build a home? Start a business? Only by recognizing, communicating and documenting your desired outcomes can you and your advisor create a path toward reaching them.Create your path
You and your advisor are now ready to design your personal path with our robust eMoney Advisor planning tool. Throughout your life, your advisor with eMoney, will provide you with the choices, information and action steps that will help guide you to the future you imagine.Investment expertise and advice in an effort to help clients succeed financially
