David L.Turner, CIMA®
Senior Wealth Analyst, Senior Vice-President
About
David has been with the team since 1999. Daily he handles the trading transactions of client accounts, assists Tom in the due-diligence of selecting investment managers and investments that make up client’s asset allocations, prepares all client financial and performance reviews and prospective client proposals and client marketing
Experience
Merrill Lynch — 1999 – 2002
UBS — 2002 – 2020
FCS — 2020 – present
Education
Bachelor's Degree in Management/Accounting, Park University, 1999
Certified Investment Management Analyst Program, University of California - Berkeley, 2007
Advanced Investment Strategist Certificate, Investment Management Consultants Association, 2013
Accomplishments
US Navy 1989 – 1997 (Awarded the Combat Action Ribbon, Southwest Asia Service Medal and Liberation of Kuwait medal for service during Operation Desert Shield/Storm 1990-1991)
