David, a CERTIFIED FINANCIAL PLANNER™ professional, joined Eagle Wealth Strategies in July of 2021. He began his career in financial services with Janney Montgomery Scott where he worked with a team of advisors to develop comprehensive financial plans outlining retirement, tax, college savings, and estate planning strategies. In addition to the CFP® designation, he holds his Series 7, 66, 9 and 10 Licenses, and Life, Accident & Health insurance licenses in the State of New Jersey.
For Eagle Wealth Strategies, David continues to be actively involved with financial planning for clients to help them achieve their personal and financial goals.
Active in the South Jersey community, David serves on the Board of Trustees for the South Jersey Young Professionals Association and is a member of the White Horse Rotary Club serving as club treasurer.
David and his wife Kim are life-long residents of South Jersey, currently living in Marlton with their daughter, Olivia and dog, Zoey. When away from work, he enjoys watching or attending Philadelphia sports events, traveling, playing golf, and spending time with his family
Raymond James is not affiliated with any of the companies mentioned.