Director of Wealth Planning
Senior Vice President
David is Director of Wealth Planning and Senior Vice President. He leads the wealth planning team and works with ultra-high-net-worth families to craft strategies around estate, financial, and philanthropic planning. David also currently serves as an adjunct instructor at the Edyth Bush Institute at Rollins College where he teaches courses on planned giving.
Previously, David was a Director with Pathstone Family Office, a Wealth Strategist with GenSpring Family Office, and practiced law with a boutique firm focused exclusively in the areas of estate planning, probate, trust administration, and charitable gift planning. David also previously served as Director of Gift Planning at Rollins College, where he was responsible for working with donors to develop philanthropic strategies with complex tax, financial, and legal implications including gifts of fine artwork and endowments.
David currently serves on the board of the Charitable Gift Planners of Central Florida and has served on the boards of the Winter Park Public Library, the Bach Festival Society of Winter Park, and the Central Florida (Community) Foundation.
In addition to being a member of The Florida Bar, David holds the Certified Financial Planner™ (CFP®), the Accredited Estate Planner (AEP®), the Certified Exit Planning Advisor (CEPA®), and the Chartered Advisor in Philanthropy (CAP®) designations. David earned his Bachelor’s Degree in International Affairs from Rollins College and his Juris Doctor from the University of Florida.
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