David L.Turner, CIMA®

Senior Wealth Analyst, Certified Investment Management Analyst®

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)

FCS