David began his career in the financial services industry in 1989. After spending seven years in the insurance business, he joined Dean Witter/Morgan Stanley in 1996. While at Morgan Stanley, David held positions as a financial advisor, sales manager, branch manager and complex manager. In 2011 David joined Merrill Lynch as a financial advisor and relocated to RBC Wealth Management in 2019.
With a Bachelor of Science degree from University of Scranton, David also earned the CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning CounselorSM and Chartered Retirement Plans SpecialistSM certifications.
David and his wife, Dena, live in Glastonbury, Connecticut, with their two children and the family dog. In his free time, David serves on the board of his homeowner’s association, likes to golf, and also attends his son’s lacrosse events.