David is dedicated to helping his clients have a comprehensive plan in place for pursuing their business and retirement goals. He carefully listens to his clients’ needs in order to provide objective strategies that personally apply to them.

His great attention to detail is evident in all he does, whether it’s meeting with clients, reviewing financial plans and portfolios, or offering investment recommendations. He finds great fulfillment in building lasting relationships with clients and simplifying the complexities of retirement and investment planning for them.

David has more than 10 years of financial industry experience. David joined the team of Signature Wealth Advisors, LLC, which then evolved into Signature Wealth Partners, LLC. Through that evolution came a new alignment with Raymond James to leverage the support of a large, well-established organization, but still offer an intimate environment to bring greater flexibility toward pursuing clients’ financial goals. He is a graduate of the University of Central Florida, where he earned a bachelor’s degree in finance. He holds the Series 6, 63, 65 and 7 securities licenses and a life, health and variable annuity license.

David is a donor and member of the UCF Alumni Association and a member of Orlando Real Producers.He has served as a member of Habitat for Humanity and as a board member of the Orlando Sigma Chi Alumni Chapter.

David was born in Passaic, New Jersey, and raised in Palm Harbor, Florida. He now resides in Windermere, Florida, where he and his wife, Angela, make their home today. In his free time, David enjoys UCF football, golf, traveling, and spending time with family and friends.