With the knowledge that comes with more than 31 years of experience in the financial services industry, David helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.
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. He works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
At Alex. Brown, David has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Also he provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Prior to joining Alex. Brown David was with Morgan Stanley for 31 years.
He is a graduate of Indiana University and received a B.S. in Finance.
David lives in Chesterton, IN with his wife and 2 daughters. When not in the office, he enjoys golfing and refereeing High School football and basketball games.
Raymond James is not affiliated with any of the organizations listed above.