Retirement Announcement: David Turner, CIMA®
September 3, 2024
Following a 25-year career in financial services, Dave Turner retired on August 30th, 2024.
Dave graduated from Park University with a Bachelor’s in Management/Accounting in 1999 and joined Tom Freeman’s team the same year. He obtained his Certified Investment Management Analyst designation from University of California – Berkeley in 2007 and an Advanced Investment Strategist Certificate from Investment Management Consultants Association in 2013.
Dave’s role as Senior Wealth Analyst on Tom Freeman’s Family Office team included handling the trading transactions of client accounts, assist in the due-diligence of selecting investment managers and investments that make up the client’s asset allocations, prepare all client financial and performance reviews and prospective client proposals and client marketing.
Dave served as an Aviation Storekeeper in the U.S. Navy from 1989-1997 and was awarded the Combat Action Ribbon, Southwest Asia Service Medal and Liberation of Kuwait medal for service during Operation Desert Shield/Storm 1990-1991.
Dave has been married to Stacey since 1992 and they have two adult daughters. Dave’s plans after retirement are to spend more time with his family and friends, play lots of golf and travel.
Thank you Dave for being a pillar of FCS and for your service to our country! We wish you a happy retirement!