David is a wealth manager for Premier Retirement Asset Management who brings over a decade of experience advising high-net-worth individuals, families, and businesses. David is a Florida native and holds a Bachelor's in Finance from the University of Central Florida, as well as his Series 7 and 66 Financial Licenses. He specializes in portfolio management with a focus on retirement planning. Having worked for firms including, Merrill Lynch and Morgan Stanley, David consistently delivers exceptional value to his clients by putting their needs at the forefront.
The key to David’s success has always been developing and maintaining long-lasting relationships. His passion is financial markets and understanding how to navigate a fast-evolving investment landscape. David utilizes this knowledge to develop strategies and for his clients to achieve their financial goals.
Investment Advisory Services offered through Spire Wealth Management, LLC a Federally Registered Investment Advisor.
Securities are offered through an affiliate, Spire Securities, LLC a Registered Broker/Dealer and Member of FINRA and SPIC.
Insurance Services provided by Spire Insurance Agency, LLC