David has been in the financial services industry since 1990. His professional experience includes working with clients during his time with Prudential, US Trust, Ameriprise Financial, and Morgan Stanley. Also, he served as a Trust and Estates attorney for 3 years. David graduated with a B.S. in Marketing from Rutgers University and J.D. from Brooklyn Law School. David serves the local community, focusing his efforts on educators, executives, and business owners. Through a team approach, he helps build financial roadmaps for clients through growth, protection and distribution strategies.
David lives in Jackson, New Jersey with his wife Julia, their two children Julia and Max, and two rescue dogs. In his spare time, he enjoys coaching his son’s baseball or basketball teams. Over the years, David has volunteered his time at Marty’s Place Senior Dog Sanctuary, Soup Kitchen, and Habitat for Humanity.
*Licensed but not practicing; or Licensed, not practicing on behalf of MML Investors Services, LLC