Director Of Business Development
CurrentDavid Edison joined Creative Planning Solutions, Inc in January of 2011. David currently serves as the Director of Marketing and Business Development, focusing on the intake of prospective clients and ensuring the satisfaction of current clients. He enjoys working closely with both clients and teams of advisors to create marketing programs and the implementation of strategic plans.David's previous experience as a Commodities Broker provides him with a firm foundation which positions him… Show more David Edison joined Creative Planning Solutions, Inc in January of 2011. David currently serves as the Director of Marketing and Business Development, focusing on the intake of prospective clients and ensuring the satisfaction of current clients. He enjoys working closely with both clients and teams of advisors to create marketing programs and the implementation of strategic plans.David's previous experience as a Commodities Broker provides him with a firm foundation which positions him to understand many of the strategies and financial plans implemented at Creative Plannings Solutions, Inc.. His familiarity with these strategies coupled with his deep passion for helping others allows David to accurately analyze the needs and goals of prospective clients and determine if Creative Planning Solutions, Inc. could help them to achieve those goals. David possesses excellent relationship building skills, allowing him to communicate effectively with professionals, executives and business owners. He has created a network of professionals who help facilitate plans to meet or exceed the high standards of ethics and work product that clients of Creative Planning Solutions, Inc. demand. These professionals include attorneys, CPAs, and valuators among others. David believes that setting and fulfilling expectations for each client creates the foundation for successful client relationships. Client satisfaction is the cornerstone of Creative Plannings Services, Inc. Show less
