Senior Vice President
Boca Raton, FL
“My specialty is researching and discovering undervalued income producing market sectors and applying this value to my client portfolios. I am driven by my passion to help clients reach their goals; my clients are like family to me and the many friendships I have developed over the years are a testament to this. I diligently work to protect and grow the assets my clients have worked over a lifetime to accumulate.”
David’s career began in the US Navy as a jet engine mechanic. He later served in the New York Police Department as a police officer. David believes his occupations both in the military and policing fields served him in his career today because he was charged with the greatest responsibility of all – people’s lives. He has thus, developed a very strong commitment to his clients. He also has an incredible attention for detail and having been able to stay focused and calm under great adversity and having to make solid, careful decisions has instilled the value of discipline in his work. He takes these values very seriously: commitment and reliability, detail-oriented and discipline as they directly apply to his work with his clients’ investments.
David studied business at Kingsborough College and Pace University in New York. David has been employed in the financial industry for more than 15 years. He opted to specialize in financial advising as it is his passion and he enjoys helping his clients realize their goals.