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SpecialtiesDavid has been in the financial services industry for 44 years. He focuses on wealth, estate and retirement strategies. After he graduated from the University of Florida in 1973, he started his business in 1974.David is a life and qualifying member of the Million Dollar Round Table and Court of the Table, the National Association of Insurance and Financial Advisors (NAIFA), and the American Funds Group All American Team. He was an honorary co-chairman on the Business Advisory Council for the National Republican Congressional Committee and awarded the National Leadership Award. He was also named the 2003 Business Man of the Year by the National Republican Congressional Committees Business Advisory Council.

J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals.