David has been in the financial services business for over 27 years. After working for two large financial services companies, David decided to go smaller and independent to be more in line with his clients’ interests. Lexington Wealth Management was born in the summer of 2002.
From his days as a brand new financial advisor, to his current responsibilities of helping his clients achieve their dreams, he has been steadfast in his vision of helping people effectively manage their money. He understands that while his clients know how to make money, his responsibility is to help them make their money work for them.
Certifications and Education