David has worked in the securities industry since 1997. He started on Wall Street working in boutique firms specializing in Private Placements, IPO's and undervalued individual equities. In November 1999, he moved to Citigroup where he worked for 14 years under Citcorp Investment Services, Smith Barney and a VP with Citi Global Markets where he built and serviced 100 million in AUM. In April of 2014, he began working at Prospera Financial Services. David has his Series 7, Series 63, Series 65 (securities law) as well as his Life and Health licenses.
David and his team's mission is to preserve and grow client's wealth using an unbiased assortment of appropriate and personalized designed investment strategies.They also specialize in creating and structuring income to meet the needs and goals of their clients.