ADVISOR BIO

David Gregg is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the securities industry since March 1988. David is registered with the state of Florida and has previous experience with BANC of America Investment SERVICES, INC., Barnett Investments, Inc., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and SHEARSON LEHMAN HUTTON INC.. David is also registered with the state of Texas as an Investment Advisor Representative. David is licensed to sell securities in 28 states.

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ADVISOR BIO

David Glickman is a registered representative with TD Private Client Wealth LLC, based in Sarasota, FL. David Glickman has been in the financial services industry since June 2016, and holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66). David Glickman is also a registered principal for General Securities Principal Examination (Series 24). David Glickman provides portfolio management for individuals and businesses and offers financial planning, pension consulting and educational seminars. David Glickman has several branch office locations, including in Sarasota, FL and Bradenton, FL.

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ADVISOR BIO

David Jonathan Haile is a registered representative with RBC Capital Markets, LLC in Sarasota, Florida. David is a licensed financial advisor who has passed the Series 7TO and Series 66 exams. David has been in the financial industry since 2021 and has a broad background in finance. David has a wide range of experience, and is dedicated to providing clients with financial advice and guidance, including financial planning, portfolio management and pension consulting. David is also a registered investment advisor representative and holds a Series 66 registration. David is currently working as a licensed financial advisor at RBC Capital Markets, LLC.

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ADVISOR BIO

David Allen White is a financial advisor with Morgan Stanley. David has been in the financial industry since December 1999. David has a wide range of experience and has held licenses in many states. David is registered with FINRA as a Registered Representative and holds the Series 7, Series 65, and Series 66 licenses. David is also registered as an Investment Advisor Representative in Florida and Texas.

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ADVISOR BIO

David Zierath is a financial advisor with TD Private Client Wealth LLC, specializing in portfolio management for both individuals and businesses. David has extensive experience in the financial services industry, having worked with SEI Investments Distribution Company and Lehman Brothers Inc. previously. David provides a range of advisory services including financial planning, pension consulting, and portfolio management. David is registered with the Securities and Exchange Commission and holds the Series 3, 7, 63, and 65 licenses.

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ADVISOR BIO

David Barcomb is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Sarasota, FL. David has been in the securities industry since April 10, 1994. David is registered with the state of Florida as an investment advisor and with the state of Connecticut as a broker. Previously, David was registered with UBS Financial Services Inc. in Boston, MA and Salomon Smith Barney Inc. in New York, NY. David holds the Series 7, 63, 31, and SIE licenses. David is a Registered Representative and an Investment Advisor Representative.

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ADVISOR BIO

David R. Begala is a financial advisor at UBS Financial Services Inc. David has been in the industry since 2003 and is registered with the state of Florida. David has a diverse set of qualifications, including Series 7, Series 31, and Series 66 licenses. In addition to the SIE license, David is also a registered investment advisor representative in Texas. Before joining UBS Financial Services Inc., David worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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ADVISOR BIO

David Lawrence Denna is a financial professional registered with Fidelity Personal AND Workplace Advisors. David has been in the industry since May 17, 2009, and is currently registered in Florida. David holds the following securities licenses: Series 7, Series 9, Series 10, and Series 66. David has experience working with individuals and families, corporations, and other institutions to provide financial advice and investment management services. David provides financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

David Glen DeWitt is a financial advisor in SARASOTA, FL. David has been in the financial services industry for over 20 years. He is currently registered with IHT Wealth Management LLC and LPL Financial, LLC. David holds the Series 6 and Series 65 licenses. He specializes in working with high-net-worth individuals, corporations, and charitable organizations. David provides financial planning, portfolio management, and investment advisory services. David is also a Registered Investment Advisor (IAR) with IHT Wealth Management. David is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

David Decker is a financial advisor with Quadrant Private Wealth Management, LLC. David has over 30 years of experience in the financial services industry. David holds Series 7, 63, and 65 licenses. David specializes in providing financial advice, portfolio management, and insurance solutions. David has been with Quadrant Private Wealth Management, LLC since 2020. David's previous experience includes positions at Purshe Kaplan Sterling Investments and Merrill Lynch.

SPECIALIZATIONS