David Anderson

Senior Vice President & Financial Advisor

During his career, David has helped clients navigate some of the most challenging national and international events and crises by providing advice to keep them focused on individual goals, and long-term wealth planning. He strives to be a trusted source of thoughtful financial advice and wealth management strategies to his clients.

David graduated from Loyola College of Maryland where he gained his B.A. degree in Business Administration and later earned an MBA in Finance. David has served on the St. Joseph Medical Center’s Foundation Board of Directors as past President and member of their Golf Committee.

He is originally from White Hall, MD where he lives with his wife Karen, a retired dentist. They share one son and a 2-year-old golden retriever, Libby. Outside of his financial advisory work, David can be found playing golf and cultivating a passion for antique automobiles and travel, particularly on the Eastern Shore.