David is a financial advisor for TRUADVICE.

Prior to joining TRUADVICE, David spent eight years working as a private client banker for Wells Fargo and as a service advisor and banking relationship manager for Chase Bank.

David went to the University of South Florida where he earned a Bachelor of Arts degree in psychology and a minor in finance.

In the future, David hopes to earn his RICP® designation so he can expand his knowledge to assist with planning and executing retirement strategies. In his personal life, he would love to become a certified tennis pro and work with kids to teach them all about the game of tennis.

Scroll to Top