Associate Regional Vice Presidents
David and his team are a part of the Retirement Benefits Group (RBG) a specialized division of AXA Advisors, LLC. The RBG works with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years. David is a certified Retirement Benefits Specialist in Tax Sheltered Plans. He graduated cum laude with a double-major from Florida State University, and holds various FINRA Securities Registrations, such as the Series 6, and Florida Life, Health, and Variable Annuity Insurance licenses.
“My goal is to provide individuals, business owners and corporations with comprehensive insurance, investment, and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”
David is very active in community and civic organizations, including Pasco County Salvation Army, Polk County Education Foundation, and the FSU Alumni Association. In his spare time, he enjoys spending time with his family, traveling, being outdoors and mentoring young people in his community.
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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