Broker Check
David Ansbro, CFP®, CMFC®, CRPC®, CDFA®

David Ansbro, CFP®, CMFC®, CRPC®, CDFA®

Financial Advisor

Thorough Financial Group

Visit my web site

Desiring to positively impact people’s lives, David excitedly joined Waddell & Reed in Raleigh, North Carolina as a financial advisor in March of 2002.  Originally from White Plains, New York, David moved south after graduating from Binghamton University. He currently holds his Series 7 and 66 securities registrations as well as his life, health and long term care insurance licenses.

 

David and his team at Thorough Financial Group, work with individual clients who value a professional relationship consisting of customized financial advice and proactive client service.  David believes it is his genuine care for his clients, along with his professional credentials, that sets him apart from others in his field. His group strives to go above and beyond in every client interaction. In addition to frequent client contact, the team hosts a variety of educational workshops and client appreciation events throughout the year.

 

David is committed to a lifelong pursuit of continuing education and therefore endeavored to obtain the CERTIFIED FINANCIAL PLANNER™ certification, which he completed in November of 2017.  Also interested in health and fitness, David will complete the American Council on Exercise’s Personal Training Certification this November.

 

Married in New Orleans in June of 2015, David lives with his wife Ashley in Cary, North Carolina.  In February of 2018, they excitedly welcomed their son Marlowe Jack to the family. When David is not working with clients on financial and investment-related issues, he is likely at home relaxing with his family, watching sports, reading a good book…and perhaps enjoying a cocktail as well.

 

*The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards received, please contact David. 

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Thorough Financial Group is a separate entity from WRI.

Waddell & Reed is not affiliated with any other entities referenced.  05/20