ADVISOR BIO

David Salberg is an active investment advisor representative registered with Wells Fargo Clearing Services, LLC, in Aventura, FL. David has been in the industry since April 18, 2002. David is also registered as an investment advisor representative in Texas. Previously, David was registered with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.

SPECIALIZATIONS

ADVISOR BIO

David Scott Ross is a financial advisor who has been in the industry since August 14, 1995. David is currently registered with Raymond James & Associates, Inc. David has a Series 63, Series 7 and SIE licenses. David is registered as an investment advisor in 24 states, including Texas, Florida, Arizona, and California. David specializes in working with individuals, high net worth individuals, businesses, corporations, pension and profit sharing plans, insurance companies, banking or thrift institutions, state or municipal government entities, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

David Blount is a financial advisor with LPL Financial LLC, based in Oviedo, FL. David has been in the financial services industry since 2001. David has a Series 6, 7, 24, 63 and 66 licenses. David also holds the Certified Financial Planner designation. David has previously worked for The O.N. Equity Sales Company, Calton & Associates, Inc., Locust Street Securities, Inc., and MONY Securities Corporation.

SPECIALIZATIONS

ADVISOR BIO

David Ray is a financial professional with over 20 years of experience in the industry. David Ray is a registered representative and investment advisor representative with Eagle Strategies LLC. He has been with the firm since October 2021, providing financial advice and planning services. David Ray is also a Chartered Financial Consultant.

SPECIALIZATIONS

ADVISOR BIO

David Salo Lerner is a financial advisor with Raymond James & Associates, Inc. David Lerner has been in the financial industry since 1979. David Lerner has been registered with Raymond James & Associates, Inc. since 2007. David Lerner is also registered in Georgia as an investment advisor. David Lerner previously worked for MORGAN STANLEY DW INC. David Lerner has a wide range of experience in the financial services industry.

SPECIALIZATIONS

ADVISOR BIO

David Townsend is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tampa, FL. David has been in the industry since October 22, 2001. David holds licenses in Florida, Texas and other states. He provides financial planning, portfolio management and other investment-related services to individuals, families, businesses, and institutions. He has a strong track record of success in helping clients achieve their financial goals. David earned the Certified Financial Planner designation and is committed to providing clients with the highest level of service.

SPECIALIZATIONS

ADVISOR BIO

David Mizsak is a financial professional with a strong background in the investment industry. David is currently registered with J.p. Morgan Securities LLC, a leading financial services firm, and has passed the Securities Industry Essentials (SIE) and Investment Banking Registered Representative Examination (Series 79TO). David is registered in multiple states including Florida, Colorado, District of Columbia, Louisiana, Maryland and Puerto Rico. David has a strong understanding of the investment industry and is committed to providing clients with high-quality financial advice.

SPECIALIZATIONS

ADVISOR BIO

David Merrick is a financial advisor with Edward Jones. David is a Registered Representative and Investment Advisor Representative. David is licensed in 20 states and has been in the industry for over 30 years. David specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

David Fieber is a financial advisor registered with Edward Jones. David has been in the industry since November 2014 and is currently registered in 22 states, including Florida and Texas. David specializes in providing financial planning, pension consulting and selection of other advisors services to clients.

SPECIALIZATIONS