BioPrior to joining Atlantic Union Bank Wealth Management in 2019, David held the position of President & CEO of First Citizens Investor Services, the broker-dealer at First Citizens Bank. With over 30 years of experience in the investment and wealth industry, David has held key leadership positions at Wells Fargo including National Sales Director for Private Client Services, Private Bank Regional Director, Regional Brokerage Manager, and Chief of Staff LA Bank/Director of Business Development. Additional roles in the industry include Director of Financial Advisor Training & Development at Prudential Securities, Director of Advanced Financial Advisor Training & Development at Shearson Lehman Brothers and Managing Director at RBC Dain Rauscher.
David has influenced the direction the industry with the development of practice management training for financial advisor, leadership training for branch, district, and regional managers, building and heading Wells Fargo’s licensed banker program and regional bank private banker programs. His vision throughout his career has been to keep a keen eye on where the industry is heading and to work to prepare both the business and, more importantly, individuals for the rapid changes occurring. David will tell you that businesses are not successful in the long run simply because of great products, processes, or technologies, but rather because empowering people and supporting their growth leads to success and ignites uncommon results.
David is a Certified Professional Coach and is completing a MS degree in Leadership and Executive Coaching which he will complete in the fall 2022. He is a graduate of Texas Tech University with a BA in Finance/Investments, attended the CBA’s Graduate Banking School at the University of Virginia, completed the Securities Industry Institute at Wharton and, held a CFP and AAMS when practicing as a financial advisor.
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Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
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