David Brendza

Director
Client Advisor, Investments

With the experience that comes with more than 33 years in the financial services industry, David Brendza helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment. He believes the cornerstone of a successful client and advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals.

From financial planning to comprehensive portfolio management, David’s recommendations are made solely in the interest of providing the highest value and benefit to you. Offering a holistic approach for individuals, families, and businesses, he works hard to help you pursue your financial goals with as much certainty - and as little risk - as possible. As your life and your needs as an investor evolve, so too will your vision for the future and risk tolerance; Dave will be with you every step of the way, offering sound advice and customized financial solutions designed specifically for you. David will guide you to attain your financial objectives, including wealth accumulation and preservation; retirement, education, and financial planning.

At Alex. Brown, David has access to the financial expertise and services of one of the largest full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, thoroughly, and truthfully. David provides all the information you need to make informed decisions based on realistic expectations about your investment needs. He and the entire Brendza team work diligently to meet their clients’ expectations with exceptional customer service.

David joined Raymond James in 2018 after 31 years with Morgan Stanley. He is a graduate of Indiana University and received a B.S in Finance.

David gives to his community by refereeing at high school football games. He is an avid supporter and volunteer for Special Olympics. David lives in Chesterton, IN, with his wife and has two daughters. When not in the office, he enjoys playing golf.


Alex. Brown and Raymond James are not affiliated with the above organizations.