David Berman, Aif Email & Phone Number

I began my career as a Financial Advisor with the former Dean Witter in 1991.In 1996 I was promoted to Branch Manager in what became the Morgan Stanley office in Knoxville. In 2001, I moved to UBS Financial Services' downtown Knoxville office to partner with my Father-in-law. He retired in 2007 and I ran our combined business.Finally, in February 2010, I left UBS to begin my own wealth advisory business. I realized that I did not need or want the UBS or any other "Wirehouse" influence over my business. I am now working with Commonwealth Financial Network which is the largest privately-held, Independant Broker/Dealer in the nation. As I am now "Independant", the only agenda I have is my client's. I don't have to worry about any Branch Manager or other corporate types pushing their agendas. Our goal is to work "Comprehensively" with our clients and their financial needs. We want to be able to guide them through all of the moving parts of their financial lives, helping to ensure that every piece works together. Whether it's investments, insurance, estate planning or retirement planning, we want to be involved.Strictly intended for individuals in: AL, CA, FL, GA, MS, TN, TX. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA (www.FINRA.org)/SIPC (www.SIPC.com), a Registered Investment Adviser. Comperhensive Wealth Solutions, LLC, 9724 Kingston Pike, Suite 401, Knoxville, TN 37922, (865) 357-3950.Please see our Terms of Use here: www.commonwealth.com/termsofuse.htmlRegulations prohibit me from receiving recommendations on LinkedIn. The best recommendation you can give me is a client referral.

Listed skills include Retirement Planning, Investments, Wealth Management, Estate Planning, and 11 others.

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  University Of Tennessee, Knoxville

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