Over 35 Years' Experience in the Financial Services Industry-David began working in the investment industry in 1986 as a trader for a mutual fund company in Houston, Texas. Through a series of mergers, the company became part of Morgan Stanley in 1996, where David continued working for another decade on a team that managed convertible bond and equity income funds. In 2015 he rejoined Morgan Stanley as an analyst in the Wealth Management division, then began working with advisors on comprehensive financial planning for their clients. David now works directly with clients, planning and executing strategies to help them achieve their goals and dreams.
CFP® Certification - David has earned the Certified Financial Planner™ designation and follows the CFP® Board's strict Code of Professional Conduct.
Education & Personal - David graduated from the University of Texas at Austin with a B.A. in 1982, and received his M.B.A. from the U.T. Graduate School of Business (now the McCombs School of Business) in 1986.
Born and raised in Texas, David currently lives in Houston with his wife Elizabeth, a retired teacher of religion and science in Catholic schools.. They have 3 sons who followed in the footsteps of their mother by attending Texas A&M. and are all successful professionals; Greg is a software engineer in Houston, and Joe is an attorney in Austin. Patrick, his youngest, works for the Texas A&M University Libraries. David is active in his neighborhood association and his faith community. He enjoys cooking and travelling with his family.
Services Include
- Asset Management
- Wealth Management
- Financial Planning
- Retirement Planning
- 529 Plans
- Planning for Education Funding
- 401(k) Rollovers
- Alternative Investments
- Cash Management
- Lending Products
Securities Agent: UT, TX, CO, CA, AZ, NV, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1663890