David has his Certified Wealth Strategist designation and earned his B.A. from the College of the Holy Cross. An avid surfer and dog lover, David volunteers as a mentor and counselor to high school and college students aspiring to a career in Finance.
Weather Alert
Due to the continued inclement weather and for the safety of our customers and colleagues, all locations will have a delayed opening until 12 PM on Tuesday, February 24. Some locations may experience extended closures due to weather.