David Cross Email & Phone Number

Duluth, Georgia

Investment Specialist applying our strategies to help reach your goals.

Duluth, Ga

U.S. Asset Management is a fiduciary wealth management practice specializing in portfolio management and financial planning. Our proprietary investment evaluation process harnesses the collective wisdom of every major investment analyst on Wall Street. We help clients make better decisions with their money and assist in overseeing every aspect of their financial lives.We begin by listening. We want to know what is most important to you so that we may construct a customized plan that… Show more U.S. Asset Management is a fiduciary wealth management practice specializing in portfolio management and financial planning. Our proprietary investment evaluation process harnesses the collective wisdom of every major investment analyst on Wall Street. We help clients make better decisions with their money and assist in overseeing every aspect of their financial lives.We begin by listening. We want to know what is most important to you so that we may construct a customized plan that is stress tested to meet your needs. Our job is to provide wisdom and convenience so that you can spend more time on your family, your life or your business.Above all, we value trust, simplicity, fair cost and frequent communication. We will coordinate our efforts with your tax advisor, attorney, banker and other professionals. We provide guidance with:• Wealth structuring• Retirement income planning• Wealth planning• Investment management• Tax sensitive strategies• Lines of credit• Estate & trust related services• Philanthropic & gift planningAdvisory Services offered through U.S. Asset Management, a Member of Advisory Services Network, LLC. 6600 Peachtree Dunwoody Rd | 600 Embassy Row | Suite 575 | Atlanta | GA | 30328 Show less

Duluth, Ga

My primary role at Merrill Lynch was portfolio management and relationship development / management. As the portfolio manager, it was my responsibility to construct investment strategies that fit with a client's overall financial plan. I then monitored the markets and the investments and made changes when necessary to reduce overall risks during times of extreme volatility.In the role of relationship development and management, my role was to introduce potential clients to our… Show more My primary role at Merrill Lynch was portfolio management and relationship development / management. As the portfolio manager, it was my responsibility to construct investment strategies that fit with a client's overall financial plan. I then monitored the markets and the investments and made changes when necessary to reduce overall risks during times of extreme volatility.In the role of relationship development and management, my role was to introduce potential clients to our team, nurture that relationship then maintain a strong connection with our clients. Show less

Alpharetta, Ga

At Morgan Stanley, I initially worked on my own as a solo advisor until 2003 when I partnered with another advisor to form a team. As a team, we were able to successfully divide our responsibilities into areas that were a natural fit for each of us. My role as solo advisor, responsible for everything and every client morphed into the role of relationship manager, portfolio manager and practice manager. My partner, was able to spend her time on financial planning and relationship management.

Duluth, Ga