As a financial advisor, David has helped his clients and their families work towards pursuing their financial goals for college, retirement, income and legacy planning. He has done this through thoughtful planning and understanding of his clients values and objectives.
David has over 20 years of experience in the financial services industry. He holds Series 6,7,26, 63 and 65 securities registrations as well as Life, Health, Disability and Long Term Care insurance licenses.
David resides in Warren, RI and enjoys kayaking, biking and listening to music.