David joined Adviser Investments in 2014. As an account executive, 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 Investments, 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 was awarded his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016. He is a board member of the NexGen committee of the Massachusetts chapter of the Financial Planning Association. David lives in the Charlestown neighborhood of Boston with his Dalmatian, Santino.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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