David leads the business development, strategic planning, and recruitment for our practice, working in tandem with partners and staff to develop and implement strategic initiatives that further our client-first vision. He employs the same client-centric focus to his private family clients, with an emphasis on wealth preservation, estate planning, trust administration and taxation, and trust fund management. David also advises corporate clients by evaluating institutional plan design, analyzing performance and suggesting tax strategies.* Along with partner Brittany D. Smith, his institutional team provides on-site participant education and equips plan providers with regulatory and compliance knowledge.
Personally, David is a past president and active member of the Texas Tech Alumni Association, Dallas chapter, and has served on the Texas Tech Rawls School of Business Advisory Counsel. He is also an elder at Preston Hollow Presbyterian Church. David, his wife, Meredith, and his two children, David III and Madison, live in University Park, Texas.
Raymond James is not affiliated with any organizations mentioned.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.