David is a Managing Director of The Weinerman Group. He has provided wealth management advice to high-net-worth families for more than thirty years. His decades of experience allow him to develop and implement both a comprehensive and holistic strategy to a wide variety of sophisticated clientele. He has a clear process to help his clients achieve their financial goals including investment management, tax mitigation, estate planning, charitable giving, life insurance, lending, and retirement planning strategies.
David earned a BS in Economics from Florida State University and stays active in his local community by participating in charitable foundations and internship programs for college students.
David has been recognized in the Financial Times Top 400 US Advisors list, America’s Top 1,200 Advisors, Barron’s, America’s Top Wealth Advisors Forbes Magazine.