As a Associate Financial Adviser with Avenue Wealth, David has the opportunity to work with and build new relationships with business owners, high net worth Individuals, and families. He supports the practice of our Principals in various capacities and is a vital resource to the team and the clients we serve.

Prior to joining Avenue Wealth, David managed client relationships and supported a team of advisors at Charles Schwab. David holds his FINRA Series 6, 7, 63, Life & Health Insurance licenses.