David joined the Boston Harbor Wealth Advisors team in 2021 as a Financial Advisor. He brings critical characteristics to our team with nearly 40 years of respected industry experience, along with a reputation of being a knowledgeable resource and champion for his clients. David was most recently with Wells Fargo Advisors as a Financial Advisor and has held positions with the American Stock Exchange and Citibank as a Municipal and Government Bond Trader.
David has always been inspired by helping others. He uses that motivation, along with his ability to clearly communicate the complexities of a financial plan into relatable terms to help his clients envision their future by using tools and strategies to track their progress, build confidence in their financial affairs, prioritize goals, and help them achieve the balance they have identified.
He finds his career extremely gratifying because he works with clients through various life stages, allowing him to develop meaningful, long-lasting relationships and, ultimately, trust, which David feels is essential in a financial advisor. David earned an MBA from the NYU Stern School of Business and a Bachelor of Arts in Political Science from SUNY at Plattsburgh.
I am a born and raised New Yorker, specifically in Long Island. My wife, Patricia, and I keep pretty active outside of work and like to cycle and also tending to our garden. We love the outdoors, so any activity that keeps us outside is ideal, especially when it means exercising or growing our own food to enjoy throughout the year.