With over 25 years of experience in corporate financial and strategic business planning, David's focus was to grow company profitability so shareholders could enjoy both an increasing share price and rising dividends.
David's extensive industry experience, advanced professional financial training and his dedication to his clients' objectives, have established David in a successful and trusted wealth management practice. His disciplined approach and conservative investment philosophy have helped his clients navigate through both bull and bear markets.
At Raymond James, his clients look to David for guidance in choosing quality financial products that provide growth and a rising income. David's knowledge is a valuable asset in identifying suitable investment products for his clients.
As well as being a Certified Financial Planner, David is also licensed to recommend Insurance solutions for his clients.