About
David has been with the team since 1999. Daily he handles the trading transactions of client accounts, prepares client financial and performance reviews, prospective client proposals and client marketing. David enjoys helping clients with the phases of wealth management- (Accumulation, Preservation and their Legacy of transferring assets to the next generation or to Philanthropy/Charities). David holds the Certified Investment Management Analyst certification from the Investments & Wealth Institute. David lives in Lee’s Summit with his wife Stacey. Outside of the office David enjoys playing golf and bass fishing.
Experience
Merrill Lynch — 1999 – 2002
UBS — 2002 – 2020
FCS — 2020 – present
Education
Bachelor of Science Degree in Management/Accounting, Park University, 1999
Certified Investment Management Analyst Program, University of California - Berkeley, 2007
Advanced Investment Strategist Certificate, Investments & Wealth Institute, 2013
Accomplishments
Promoted to Authorized Officer - UBS 2018
Service Excellence Award – Merrill Lynch 2001
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)
