
As an Executive Vice President and Financial Advisor at Seventy2 Capital, David works with families and businesses to plan for their futures and reach financial goals. David came to Seventy2 Capital after thirteen years at Wells Fargo Advisors, where he served as Senior Vice President – Investments. Earlier in his career, he was First Vice President at Smith Barney and a Financial Advisor at Paine Webber. David received his Bachelor of Arts degree in Political Science and History from Loyola University. He has been a member of the Board of Trustees for St. Ignatius Loyola Academy and Board of Examiners for the Professional Ski Instructors of America. David is an avid surfer, a professional ski coach, and loves reading great books on history.
CA Insurance License #: 0L82274. Resident State MD.
*The use of CFDA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
PLEASE NOTE: By clicking on this link, you will leave the Seventy2 Capital Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note Seventy2 Capital Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Seventy2 Capital Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.