David focuses on designing and managing client investment strategies, carefully determining the appropriate mix for each client’s individual situation.
He meets with clients to have more in-depth discussions of their progress with regard to their goals and communicates with them regarding their account performance.
Utilizing his extensive experience as an investment management consultant and wealth manager, David maintains a calm, long-term focus on investing in quality strategies. His objective is to design and manage client accounts that can provide a reliable and growing stream of income through investments in companies that increase dividends on a regular basis.
David is dedicated to studying market and economic history in order to gain a greater perspective on today’s economic and investment conditions. He devotes considerable time to interpreting economic, political and investment events as they pertain to his clients’ short- and long-term goals.
David has worked in the financial services industry for more than three decades. Before joining Raymond James in 2009, he held positions at Smith Barney and Prudential Securities. He is a graduate of the University of Dayton.
David is originally from Dayton, Ohio, and today lives in Xenia, Ohio, with his wife, Blanca, and son, Joey. In his free time, David enjoys reading, traveling, working in the yard and attending concerts.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.