Experience

David has over 25 years of experience in the financial services industry in large-, mid-, and small-sized firms, serving in a variety of analytical, managerial, and practitioner roles. At Janney, he works closely with Janney’s Financial Advisors on strategies to best fit the needs of their clients, including the completion and finalization of financial plans.

Prior to joining Janney, he was a financial planner at Ernst & Young LLP.

Designations

  • CFP®

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