David joined Morgan Stanley Wealth Management in 2022 and has more than 30 years of experience in the financial services industry. David has an extensive background in working with families of significant wealth in helping to address their wealth management needs, collaborate in addressing family dynamics, educating the next generation and delivering the service needs that are important to clients. The ability to understand and address the needs of affluent families is an area that David has had direct experience in for over 20 years. He understands the importance of education not only to the head of a household, but to the children and grandchildren for a legacy to be sustainable. He understands the difficulty clients may have in allocating time toward various objectives due to the constant desire for the clients' time by family members, other professionals, and the time commitment required in running an affluent household. David's ability to understand, effectively communicate, help clients build an organized plan of action, and follow through with a successful execution of that plan is a significant value to our relationships. David graduated from James Madison University with a bachelor's degree in finance. David is located in the Purchase, New York, office.