About David Gambelin
Prior to his start at Morgan Stanley, David was a high school educator. While working as a history/business teacher, David’s passion was to work in the financial industry. The career change was a smooth transition. He went from helping high school students with learning life lessons to helping adults learn and plan for their financial goals and future.
Twenty years as a Wealth Advisor at Morgan Stanley, David works with clients to develop a comprehensive wealth strategy along with devising an approach to meet their unique lifestyle and goals. An Alumni of UC Santa Barbara and Wharton School of Business, David has been named in Forbes Best-In-State Wealth Advisors in California since 2018.
A Bay Area native, David resides in Willow Glen with his family. He is an avid sports fan and loves skiing and spin classes. He also enjoys traveling and visiting his twins at their respective colleges.
Professional Details – Series 7, 66, 31
Wharton School of Business & University of California, Santa Barbara
Securities Agent: DC, FL, MO, PA, NY, NC, MI, ME, MD, MA, ID, OH, CO, NM, NJ, LA, IL, HI, VA, UT, TX, OK, NV, IN, OR, GA, CA, WA, AZ, AR, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA Insurance License #: 0G16921