Qualifications
With more than 20 years of experience in the financial services industry, David has worked for several prominent firms, including Prudential Securities and AG Edwards. Currently, he holds the Series 7, 9, 10, 63 and 66 securities licenses. He has also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning, insurance solutions and advanced investment strategies. David is a member of the RBC Wealth Management Consulting Group, a group committed to a consultative-based investment practice.
Personal
David resides in Canton with his wife Gail. He is a firm believer in community
involvement and holds the position of president at the Jewish Family services of
Metro West. In his spare time David can be found in the Cape reading, or
training for the Falmouth Marathon.
