David began his career as an independent third party retirement plan administrator and later sold his business to Dun & Bradstreet Pension Services. This was followed by a qualified retirement plan sales and product development career with Cigna Retirement Services, Fidelity Investments and Sun Life of Canada. David’s experience includes retirement plan sales, relationship management, retirement product development and annuity design. David has a B.A. from the University of North Carolina at Charlotte and an MBA from Virginia Tech.
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85 Wells Avenue, Suite 109Newton, MA 02494
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Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC