David builds wealth one relationship at a time. He is committed to a steadfast focus on each client鈥檚 particular needs, offering an innovative approach that combines the best available research with top-level financial expertise to maximize your assets and secure your future.
David鈥檚 loyal clientele of affluent business owners, professionals and retirees benefit from the distinctive process of discovery he has developed in his work with TD Wealth. This long-range planning tool promotes understanding, communication, and agile response to your changing circumstances. Teamwork is central to the discovery process, as David works with your trusted advisors to fully integrate your financial, e...
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