Sr. Wealth Advisor
- Hackensack Branch
- New York - Grand Central Branch
- Radnor - Philadelphia Branch
- [email protected]
David began serving high-net-worth clients as an investment advisor in 1996. Before joining Mercer Advisors, he was founder and managing member of a financial advising firm where he specialized in portfolio management and insurance. David also teaches financial planning at Widener University’s Graduate School of Business, a CFP® Board registered program, and “Top 100” business school. David’s formal education includes a Master of Engineering Science degree from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University. He is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Financial Behavior Specialist®.