David works closely with families and individuals to craft custom financial strategies tailored to their needs and goals. He is experienced in comprehensive financial planning services, with a special focus on retirement planning. Caring and dedicated, David enjoys developing trusting relationships with each of his clients and helping them to move toward their financial futures with confidence.
Before joining Raymond James, David was a Senior Managing Director with Oppenheimer & Co., Paine Webber and Lehman Brothers New York. He earned a degree in ophthalmic science from Erie Community College.
David is a volunteer at the Association of Family and Friends at Rutgers Medical School and the Newton Theater. He is a member of St. Ann’s Roman Catholic Church and volunteers at Homeless Solutions. He enjoys music and golf. Born in Hazelton, Pennsylvania, he lives in Somerset, New Jersey. His daughter, Kate, is a surgical resident at Mt. Sinai Hospital in NYC. His younger daughter, Lia, is an ER nurse at Newark Beth Israel Hospital entering medical school in 2019.