Partner, WPA Wealth Advisor RJFS
David has more than 15 years of experience as a Wealth Manager working with individuals and families helping them oversee their financial resources while navigating through life events and making wise decisions. As a Partner with Wealth Partners Alliance, he focuses on portfolio management and financial planning using well established strategies and tools. He also loves working with multigenerational families with wealth transfer, family relationships, and helping his clients appreciate the joy of generosity.
Prior to his career in wealth management, David spent almost 20 years in banking and finance before transitioning to a Financial Advisor role at Edward Jones in 2004. In 2013, he became affiliated with Raymond James as a Financial Advisor and independent business owner. As part of Wealth Partners Alliance, his clients benefit from expanded resources and opportunities. David earned a bachelor’s of business degree with an emphasis in finance from the University of Texas at Austin.
David is originally from Temple, Texas. Today, he lives in Dallas with his wife, Suzanne, and their children. He enjoys running, hiking and most outdoor activities. He can be found volunteering in the marriage ministry of his church or in his neighborhood. He also loves supporting organizations that have a direct effect on the academic and spiritual development of students and young adults.