David is an experienced investment professional with over 20 years or experience, having worked with Lehman Brothers, Credit Suisse Securities, Merrill Lynch and UBS. He is a graduate of Vanderbilt University, where he received his B.A., and Yale School of Management, where he received his M.B.A. He holds a FINRA Series 7 License, FINRA Series 66 License, and Florida Life and Variable Annuity 2-14 License. He is a strong believer in following a consistent planning approach with his private clients. David helps develop and define a clear path forward to support their near-term and long-term financial success, including business exit planning. For each relationship he takes the time to understand what his client wants to accomplish, and he then crafts a flexible plan which is in aligned with their unique circumstances. Drawing on his in-depth experience, David can provide advice, insight, and customized solutions to help you to pursue what is important to you now and in the future. David provides his commercial clients with access to a wide range of products and services on the First Horizon platform. He has experience facilitating SBA 7a loans, SBA 504 loans, commercial real estate loans, working capital loans, term loans, equipment lease financing, and account receivable financing. David has effective communication skills and is well versed in the topics which are of concern to business owners and senior executives.David is involved with multiple charitable organizations. He is a member of the Community Impact Committee of United Way of Palm Beach County, he a wish making volunteer and mentor with Make-A-Wish of Southern Floridia, and he is a board member of American Friends of Jordan River Village.He lives in Boca Raton, Florida with his wife and three children, and enjoys hiking, travelling, gardening, and attending his children’s sports events.