My StoryI’ve always enjoyed working hard & getting results - I'm inspired by hearing the feedback & appreciation from those I serveThis started when I was our neighborhood’s morning paperboy - I loved hearing my customers tell me how reliable I was - When I became a CPA, Partner at Deloitte, I had many opportunities to work hard for my clients – I loved getting their feedback on how this contributed to their prosperity - When I served as a healthcare corporate CFO, I focused on the financial complexities of the healthcare industry; a focus that qualifies me to serve other professionals in the healthcare fieldI'm creating those same experiences for my clients here at Morgan Stanley - I help my clients plan for their needs & wants, craft a sound strategy & provide a vigilant focus on achieving their goalsMy ProcessMy process is simple – I focus on what’s important to you & develop a plan to fit - This interaction results in investment solutions, tailored uniquely for youI use a Personal Financial Organizer to document what we’re working on - The PFO analyzes every aspect of your financial situation & tracks our progressWho I AmI benefit from the caring of our family. My wife, Linda, & I have what once were our two children, now each with children. I enjoy playing golf, often with Linda, and staying fit, jogging & swimming. As an English major undergrad, I still enjoy readingI serve on the Boards of Cristo Rey Tampa High School and the Florida Hospital Tampa Foundation Would you be open to get together or for a phone call to learn what’s important to you, to see how I can help you & how we may work together?NMLS# 1672130https://fa.morganstanley.com/david.weidner/