David joined Adviser in 2014. As a wealth advisor, 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 advisor 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 and obtained the Accredited Wealth Management AdvisorTM designation in 2023. He is a board member of the NexGen committee of the New England 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. In his spare time, he enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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