As a Managing Associate, David manages a team of advisors and oversees operations in our Florida office, ensuring we deliver exceptional service and strategic financial guidance. His role is focused on driving team performance, client satisfaction, and ensuring that our clients receive customized financial solutions tailored to their unique needs.
In his capacity as a Financial Advisor, he specializes in helping dentists, physicians, pharmacists, BCBAs, and entrepreneurs grow and protect their wealth. Through personalized strategies for income protection, wealth accumulation, and legacy planning, he works alongside clients to craft financial plans that align with both their personal and professional goals. From managing student loan debt to optimizing retirement planning and securing income protection, he empowers clients to make informed, confident financial decisions.
David lives in Boynton Beach with his wife Tehilla and daughter Eliana, enjoying the vibrant community and Florida lifestyle. In addition to his role here, he continues to manage and grow his book of business in New York and New Jersey, assisting clients across these regions with their financial needs and objectives.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 4086157.