Seacoast Wealth Management

Financial Planner
Vice President

David is a seasoned financial planning professional with over 25 years of experience guiding individuals and business owners towards long-term personal financial success. As a Vice President and Financial Planner, David brings strategic insight and a client-first mindset to every engagement, delivering tailored solutions across wealth management, retirement planning and exit planning for business owners.

David holds both the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, equipping him with the expertise to navigate complex financial transitions with clarity and confidence. His career includes senior financial planning roles at Ernst & Young, Janney Montgomery Scott, and Citizens Bank, where he built a reputation for integrity, transparency and results-driven leadership. Working closely with senior leadership, David aligns financial strategies with broader organizational goals, ensuring sustainable growth and resilience. He is known for simplifying complex financial concepts, empowering clients to make nformed decisions and mentoring emerging professionals in the field.

Outside of work, David enjoys saltwater fishing, racehorse ownership and having a particular fondness for anything blueberry—a reflection of his appreciation for nature, tradition and the simple joys in life.

1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit