Specialties
About Me
David began his investment industry experience in 2005 and joined Stifel in 2020.
He works with high-net-worth clients and is responsible for developing tailored asset allocation strategies, implementing client portfolios, selecting money managers, guiding clients on both the overall market and individual securities, and other investment-related decisions. Prior to this role, David was a portfolio analyst, participating in overall business development by customizing investment plans/asset allocation proposals, analyzing investment portfolio holdings, and designing tailored reporting for new and existing clients. David earned a B.A. in Journalism and Mass Communication from The University of North Carolina (UNC) at Chapel Hill and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). David enjoys spending time with his wife, Brooke, and their three young children, Jack, Logan, and Wes. He is passionate about UNC Football and supporting efforts to find a cure for Pitt Hopkins Syndrome.
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Interests & Hobbies
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Credentials
ChSNC®
Chartered Designations
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Disclosures
Asset allocation does not ensure a profit or protect against loss. The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.