Financial Advisor, Morgan Stanley Financial Services: Financial planning, investments, market and industry insight.
Dave has worked in the financial services industry since 1983, starting his career with Merrill Lynch. His vast experience in the business included a 10-year stint in branch management at PaineWebber from 1991-2001. Dave’s interest in helping individuals manage their financial planning and investment needs took him back to being a Financial Advisor in 2001 at UBS, which had acquired PaineWebber. In 2012 he opted to move his practice from UBS to Morgan Stanley in Westport CT. Dave has a passion for the markets and prides himself on his industry knowledge. He strives to link his market outlook with the financial goals of his clients.