
David and his team are a part of the Retirement Benefits Group (RBG) a specialized division of Equitable Advisors. 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 also a member of the Elite Producer Group, which comprises the most distinguished, innovative and respected financial professionals affiliated with Equitable Advisors. EPG members comprise only 10% of all Equitable Advisors nationally. David works with individuals and business owners to help them define their individual retirement goals and create strategies to help meet their objectives. He has a passion for helping clients with their finances and building a roadmap for their future. Education and Related Experience: Florida State University - Double Major Political Science and International Affairs with a focus in Finance Accreditations and Professional Titles: Retirement Benefits Specialist – Tax Sheltered Plan Professional Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals® Recurring recipient for the Equitable Advisors Centurion Award Financial Industry Regulatory Authority (FINRA) Series 6 Life, Health, and Variable Annuity Insurance License: FL Repeat Qualifier for Equitable Advisors National Leaders Forum Community and Civic Organizations: Florida State Alumni Association – Member Member of Old Memorial Golf Club in Tampa, Florida Part of the Next Gen Group at the Tampa Museum of Art Polk County Education Foundation volunteer Volunteer at Land O’ Lakes High School Booster Program