College Planning and Fund

For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we are responsive, experienced and thorough. Like your own C.F.O. should be. See our other offices 8245 Devereux Dr. Suite 103, Melbourne, FL 32940, 6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827, 4057 28th Street NW, Ste 300 Rochester, MN 55901

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.

Raymond James is a global financial services firm based in Daytona Beach, FL, offering trusted advice and tailored sophisticated strategies for individuals and institutions. Their advisors focus on understanding each client's unique complexities to provide personalized financial planning and investment solutions. The firm's commitment to corporate responsibility is evident through its sustainable initiatives, backed by a team of specialists in various fields. Raymond James strives to work responsibly while delivering top-notch financial services to its clients. Generated from the website