David joined Adviser in 2014. As a wealth manager, he is responsible for keeping up with changes in clients’ financial situations or planning needs and reviewing client portfolios on a routine basis. Prior to joining Adviser, David worked as a registered representative within the John Hancock Financial Network and as an investment consultant for FactSet Research Systems. Most recently, he was an associate for LPL Financial in Boston. He graduated from Babson College in 2010 with a B.S. in business management with a concentration in finance. David has been a CERTIFIED FINANCIAL PLANNER™ professional since 2016. He is a board member of the NexGen committee of the Massachusetts chapter of the Financial Planning Association. In 2023, he was recognized as a Five Star Wealth Manager by Boston magazine. David lives in the Charlestown neighborhood of Boston with his Dalmatian, Santino.
Five Star Wealth Manager (2023)
Make it a habit to pay yourself first and save your money before you spend it. There’s a reason why Einstein said compound interest was the 8th wonder of the world!
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