As a Financial Advisor at the High Net Worth Advisory Group, David specializes in guiding families through the complexities of wealth management with a highly personalized approach. By utilizing industry-leading financial planning software and advanced investment analysis tools, David builds comprehensive financial plans with a tailored portfolio construction, helping clients align their financial strategies with their long-term goals and unique risk profiles.
Prior to graduating from the University of Alabama, David studied Political Foreign Affairs while at the University of Virginia. As a member of both Universities’ Men’s Golf Teams, David has achieved many honors on and off the golf course including being selected to the ACC and SEC Academic Honor rolls and the University of Alabama Dean’s list. As a Certified Financial Planner™ professional, David adheres to the highest ethics and commitments to professionalism and continuing education.
When David is out of the office, he enjoys spending his time expanding his knowledge of fine wine, playing golf, and spending time with his wife Kristen and their twin sons Henry and Charlie.
