Financial Advisor, RJFS
David joined Boston Harbor Wealth Advisors at our Columbus, OH branch, Zosh Williams Asset Management, in 2022 as a Financial Advisor. In his role, he leads the team, holds client meetings, and conducts research and trading, among many other responsibilities. David has always liked working with numbers, but his true passion is working with people, especially when presented with new challenges when working with different needs that arise working from client to client.
David promptly responds to requests and enjoys educating his clients because he knows that the more information he can share, the more successful his clients will be in pursuing financial freedom. David aims to gain a comprehensive understanding of where they stand concerning their goals and translates that to how he and the team can optimize reaching that destination. He wants his clients to leave his office and feel confident about their path through the guidance he provides.
Before joining our team, David was a Financial Advisor and an Associate Vice President with Ameriprise from 2013-2022 and began his career in 2001 with Edward Jones. David earned bachelor’s degrees in Account and Management Finance from Capital University. He has also earned the professional designation of Accredited Asset Management Specialist.
My wife, Stacy, and I are the proud parents of our three children, Brynn, Tyson, and Vaughn. Our kids keep us busy, and I enjoy quality time spent as a family. I also love to play golf and travel to new places. I am a Cypress Church of Dublin member and the past President of the Bexley/Berwick Kiwanis Club.