Senior Vice President - Investments
How I Can Help You
David focuses primarily on investment planning by using Wells Fargo Advisor’s Envision® software to develop an asset allocation strategy customized to each client’s specific goals. He enjoys helping clients prepare for significant financial events in their lives, including retirement, education and wealth transfer, and he helps them plan for these milestones by implementing an investment portfolio that aligns with their objectives. In addition, David strives to create flexibility in clients’ plans, so that they have the potential to respond quickly and effectively to changes in the markets or in their lives.
What Makes Me Knowledgeable
Helping clients achieve financial well being has been David's goal since college. He studied economics at the University of Michigan while working as an intern for an experienced investment advisory team and subsequently began his career as a financial advisor with Merrill Lynch in Detroit. In this role, he developed his foundational knowledge of investments and providing access to lending strategies, including asset backed lending, business financing and mortgages, and he established a personalized planning process that considers both sides of a client’s balance sheet. After spending five years at UBS, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors in 2008
Getting to Know Me
David’s highest priority is his family, including his wife, three college age children and young son, and he enjoys watching them grow from each new experience David finds time to stay active and play the occasional round of golf
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