David helps guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
As a Waddell & Reed financial advisor, his goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, he develops financial plans tailored specifically to the individual needs for each of his clients. David values long-lasting client relationships, and advises his clients through every stage of their financial journey.
Since Waddell & Reed opened its doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. This approach has been key to the enduring relationships financial advisors at Waddell & Reed enjoy with their clients.