With over 20 years of experience helping individuals, families, and businesses with their investments, David is a valuable member of the Weston Banks team. Throughout his investment and management career, David routinely earned awards for client satisfaction and business growth. He was subsequently given increased responsibilities, and was called upon on by corporate leaders to lead regional initiatives and serve as a trainer for other managers/investment professionals. Offices that he managed achieved positive customer satisfaction feedback during his tenure, and he is proud to call many of his investors close personal friends.
David takes a holistic approach with his clients, gaining a deep understanding of their current stances and why they are investing, so as to offer the best alternatives for their investment goals. David's philosophy on investing is that money isn't everything, but you work hard for it so it should work hard for you”. With a focus on risk management and appropriate diversification, David strives to give his clients the best opportunities for investment success. In addition to comprehensive financial planning, David specializes in helping his clients with retirement planning and college savings, as these are two major life events that also require a careful, well-designed strategy.
Originally from upstate New York, David and his wife, Jennifer, moved to Raleigh from New Orleans in 2005. They have two daughters, Loren and Hannah.
David's professional credentials include Series 7, 8, 24, 63, and 66.
David spends his additional time volunteering with the Knights of Columbus Council 9709, affiliated with St. Francis of Assisi Catholic Church. He enjoys outdoor activities like hiking, mountain biking, and kayaking. An avid hockey fan, he also loves cheering on the Carolina Hurricanes.