David has over 30 years of experience in Financial Services, including 2 decades in senior executive roles. His leadership style is described as delivering on leading change, building collaborative cultures, and empowering associates. This has led to increased value and an enhanced client experience.
Prior to joining Falcon Wealth Management, David spent 25 years at TD Ameritrade where we held multiple planning and leadership roles culminating in Head of Branches. Following, he was a Managing Director with Merrill Lynch and most recently served as a Senior Vice-President Region Head at Fidelity Investments. David’s qualifications include Series 4,7,8,24,63, 65, and 31, demonstrating his understanding of investment products, strategies, and supervision.
David received his BS in Business Administration from Pepperdine and completed the Securities Industry and Financial Markets Association (SIFMA) leadership program at University of Pennsylvania, Wharton.
David has two adult sons, Nicolas and Dillon. In his free time, he enjoys fitness, cooking, and playing golf.
