David is a Financial Planner affiliated with Lincoln Financial Advisors and Lincoln Retirement Plan Services. His primary work involves the assembly and review of long range strategies for retirement income and risk management. He and his team work with a broad range of clients around the state of Florida in all phases of their retirement planning.
David joined Lincoln in December of 2015 and brings as part of his practice over 23 years of diverse financial services experience including retail banking, insurance, and investment advising.
In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, he also holds the Chartered Retirement Planning CounselorSM designation as well as being FINRA Series 7 and 66 securities registered and Florida Life, Health and Variable Annuity licensed.
As the son of two military parents he traveled the U.S. growing up and still loves to explore in his free time. He also developed a love of hockey while living in Detroit and can be found most weekends taking part in hockey related activities and playing in multiple adult leagues in the Jacksonville area.
Credentials - Series 7,63, 66 securities registrations.