David has been active in the investment industry for more than 40 years. His educational background is in finance and economics, and his investment career began while working for a small financial planning firm in Richmond. He received his training in the investment industry while working in New York City’s World Trade Center for what is now part of Morgan Stanley. David later worked out of their local Richmond office. Over the next 30-plus years, he continued to expand his investment career, working with Branch Cabell, Anderson & Strudwick, and Scott & Stringfellow, until he later joined the Commonwealth Financial Network.
David continues to focus on the areas of retirement and estate investment services. He holds an Accredited Asset Management Specialist℠ designation from the College of Financial Planning and an Accredited Investment Fiduciary® designation. In 1993, David authored and published an educational audiobook titled “Understanding Investment Income and Retirement.” David has been interviewed and quoted in the Richmond Times-Dispatch and The Wall Street Journal on the subjects of stocks and investing. For more than 10 years, David provided live on-air financial news reports for both WTVR and NPR radio stations in Richmond. He also co-hosted a live call-in radio talk show discussing various investment and financial issues.
David has served as a board member of Richmond City CASA, a group that represents abused and neglected children in the Richmond City Courts. He has been an advocate and fundraising chairman for the Boy Scouts of America. In addition, David helped develop and write legislation that is part of the Commonwealth of Virginia Juvenile and Domestic Legal Code. In his spare time, David likes to play tennis and work in his shop. He and his family are active members of the Westwood Racquet Club.