Because he views business as an extension of human character, David holds each client’s values, needs and goals as unique. His business philosophy stems from understanding, as he believes that his role as an advisor is to help clients navigate their personal opportunities, changes and challenges and create a strategic wealth plan that reflects what is important to them.
With an extensive 30+ year background in finance, David is part of the ever-growing Pasadena office. Prior to joining Wedbush in 2022, David served as Senior Vice President at Hilltop Securities, where he was an active member of Hilltop Securities’ Leadership Council. He spent 12 years with M.L. Stern as Vice President and head of their Retirement Department. When the firm merged with Southwest Securities in 2008, David served seven years as Senior Vice President and was a member of their President’s Council. He also worked for T. Rowe Price for four years in their Retirement Plans Group to start off his financial career. His experience with retirees from a wide array of professions and careers provides David with an ability to find solutions to help clients work toward protecting, providing and transferring wealth efficiently.
David is originally from Huntsville, Alabama, but currently splits his time between his two favorite places in the United States: Los Angeles and Las Vegas. His Alabama roots shaped him into an avid SEC football fan, while his 30 years in Southern California did much to establish a foundation for his financial career. In Las Vegas, he is an active board member of the GiveNV Charitable Foundation, focusing on helping the local community, and enjoys the active lifestyle that both Las Vegas and Los Angeles provide.
Wedbush Next
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
- Open a Wedbush NEXT spend account
- Set and manage savings goals
- Access curated automated investing portfolios
To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!
