Dave joined the RBC Wealth Management Florham Park office as a managing director after working 24 years at Merrill Lynch in Wayne, New Jersey. He graduated from the University of South Florida, and upon graduation he was commissioned as an officer in the United States Marine Corps. He became a Marine Corps pilot and flew all over the world for the next eight years. Today, he works closely with affluent individuals and families to help make financial decisions based on their unique circumstances and goals. Dave has earned national recognition as a leading financial advisor. He was named a Top Financial Advisor, as published in New Jersey Monthly, in 2011, 2012, 2013, 2014, 2015, 2019 and 2020. Dave holds designations as a CRPC® (Chartered Retirement Planning Counselor) and CPFA (Certified Plan Fiduciary Advisor). He splits time between Naples, Florida and Rockaway Township, New Jersey, with his wife, Wendy.
