David supports the firm’s new business development and serves existing clients with high-level asset allocation, portfolio holdings, and performance reviews. He also supports the team with review follow up involving investments, Health Savings Accounts, and 529 College Savings Accounts. David holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Prior to the founding of Brandywine Oak Private Wealth, David was a Registered Client Associate on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which he joined in 2016.
David enjoys sports, playing guitar, and physical fitness. He resides in Wilmington, DE, with his wife, Heather, and son, David Jr.