David is a Financial Advisor and Certified Financial Planner with Raymond James Financial Services, of of the largest financial services firms in the country. Based out of Union Savings Bank in Danbury, CT, David walks us through the entire lifecycle of a client, from initial prospective meeting to retirement planning. David also tells new graduates with a little extra cash coming in to set up an emergency fund before any other investing.
Financial Advisor and Certified Financial Planner, Raymond James Financial Services
Candid Career+