Dave is currently located in Voorhees where he is a Financial Advisor with over 17 years of experience servicing clients’ financial planning needs. He began his career in financial services in 1997 with Prudential Financial. David left Prudential to become an independent advisor in 2006. In addition to providing traditional services,
David holds the following designation, registrations, and licenses in New Jersey, Maryland, Pennsylvania, and Virginia:
CWS®
AIF®
Series 7 (General Securities)
Series 65 (Registered Investment Advisor Representative)
Series 63 (Blue Sky)
Series 24 (General Securities Principal)
Life, Health, Property, and Casualty Insurance
In addition to providing traditional services, David also holds a Property and Casualty license, which allows him to consult with his clients on cost-effective ways to manage and mitigate any exposure they may face. As owner of the Haddon Agency LLC, an independent insurance agency located in Haddon Township, he is able to provide an unbiased review of insurance policies held by his clients. David was raised and continues to live in, Cherry Hill with his wife, 2 sons and dogs. He is an avid local sports fan. David loves animals and volunteers with animal rescue organizations.