Helping people attain financial independence is what attracted David to the financial services industry. It is that passion that drives every decision he makes as he helps families bring together all of the pieces of their financial lives.
David’s dedication to helping others is not limited to the clients that he and his team serve. As a Cannon Financial Institute instructor, he coaches and trains other financial professionals throughout the industry, striving to help them become better at serving the needs of their clients. He does this by following a philosophy he calls “helping others help others.”
David is a member of the Raymond James Chairman’s Council,* 2009 – present, a privilege limited to a select few. The honor is awarded only to those financial advisors who have demonstrated the utmost in commitment to the precepts that define Raymond James – among these a dedication to independence, innovation, intelligence, and integrity.
A 1990 graduate of Liberty University, David holds a Bachelor of Science degree in Business Administration. He also earned an Associate’s degree in Military Science from Washington and Lee University. David graduated Airborne School in 1989 and was commissioned as a U.S. Army Officer in 1990.
His commitment to further education continued with the Certification and Professional Education Program at the University of Central Florida in 1996, which ultimately led David to earn the certification as a CERTIFIED FINANCIAL PLANNER™ practitioner in 2000. He continued his education through Cannon Financial in 2008 and earned the Certified Wealth Strategist™ designation.
David and his team founded Integrated Wealth Solutions of Raymond James in 2008. Before founding IWS, David worked at several prominent wealth management firms. He has built a successful career as a distinguished advisor and thought leader throughout the industry.
In 2008, David founded a men’s ministry called IronMen of God™. IronMen exists to help men integrate and live out their faith in two primary areas of life (Family and Work). Over the years, IronMen has partnered with various ministries to create both local and global impact. These ministries include Be Strong Global™, Life without Limbs™, Sleep in Heavenly Peace, Prince of Peace Guatemala, Got Your Six, The Hope Center, and Dream Center.
Originally from Miami, David resides in Winter Garden, Florida. His passions beyond the world of finance include his faith, family, and various nonprofit causes. David has been married to his “bride” for 30 years and has two grown daughters.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Raymond James is not affiliated with any organizations mentioned.