David Clemens Email & Phone Number

With over 22 years of financial services experience and a lifelong passion for the markets, David helps clients and their families seek to navigate their financial lives with greater confidence. David has the privilege of serving as a Senior Vice President, Financial Advisor and Portfolio Management Director with Morgan Stanley in Williamsburg, VA. He takes his responsibilities seriously, and believes that comprehensive financial strategies can be important for helping to empower his clients’ lives, their children’s lives and their community.David’s mission is to help clients seek a distinguished lifestyle, through every stage from their career to retirement, and strive to leave a notable legacy. He concentrates his efforts on designing and implementing personalized wealth management strategies by attentively listening to each of his client’s goals, values, objectives and concerns.After graduating from Fairfield University with a Bachelor of Science in Biology, David spent several years pursuing a career in the biotech field with a focus on cancer research. He soon found that as much as he respected a disciplined method to research, working directly with others had a more profound calling. Initially, he began his commitment to a financial services career at Colonial Traders, LLC then joined Morgan Stanley* in 2003.David and his wife have been happily married since 1999 and together they have two children, their son Chris and their daughter Mary. When David is not assisting his clients, he enjoys a well-balanced life as an active member of the Williamsburg, VA community. Since 1998, David continues to commit his time and efforts to several volunteer programs and non-profit organizations. In 2010, he began volunteering his time as the assistant coach of his son’s baseball team at the Williamsburg Youth Baseball League. He is an active and a well-recognized member of the St. Bede Catholic Church, giving his time and efforts as a member on multiple committees. In 2004 he served on the Pastoral Council, followed by the Leadership Committee, and then the Development Committee, as well as the Youth Ministry Advisory Committee. In addition to volunteering within his church, he provides support as a committee member for the local Boy Scouts and the outreach center of the Saint Bede Catholic Center, where he kindly provides assistance to the homeless and those in need of refuge.

Listed skills include Wealth Management, Equities, Portfolio Management, Management, and 11 others.

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  Fairfield University

  Biology