David is a financial advisor with First Call Financial. While focusing his business on his clients’ individual financial objectives, David believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention, and a commitment to his clients’ best interests, that sets David apart.
David is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. He works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies using retirement planning, wealth management, financial planning, and more.
A native of Birmingham, Alabama, David graduated from Vanderbilt University with a bachelor’s degree in economics.