“What we do is about people,” says David.
With 30 years of financial services and leadership experience, David comes to Middleburg to lead our team of financial experts as they seek to provide clients the perfect fit – a tailored planning and goal-setting approach for every unique situation.
“Our best clients are prepared to be open, listen, learn, collaborate, and push-back, but ultimately implement and take the action steps necessary to improve their situation.”
David firmly believes that it all starts with trust. If clients trust their advisor, that’s when success happens. “Trust drives everything. Clients must trust you in ways that allow them to open up their worlds to you.”
David was most recently President and CEO of First Citizens Investor Services, Inc. in Raleigh, NC, and has also held senior leadership roles at Wells Fargo Advisors in Beverly Hills, CA, Prudential Services, RBC Dain Rauscher, PaineWebber and Shearson Lehman Brothers.
He earned a BBA in Finance Investments from Texas Tech and completed UVA’s graduate school of retail bank management and Wharton’s graduate securities industry institute management program. Among other schooling, he’s also a certified professional coach. He holds Series 7, 8, 24, 63, 65 licenses.
In his spare time, he enjoys spending time with his family and doing anything to stay active – snowboarding, hiking, golf, scuba, biking, going to the gym, and teaching himself to paint.