Regional Vice President
David began his career in financial services in 1992 as a Registered Representative for a major Wall Street firm. Prior to joining Mercer Advisors, his past professional experience includes 10 years building his own advisory firm and 15 years with institutional investment firms where he helped advisors develop best practice processes to increase client servicing efficiencies. David graduated from Texas A&M University-Commerce, with a degree in Organizational Leadership and holds the FINRA Series 65 license. He currently resides in SW Austin with his wife Tracy, two dogs and three horses.