Vice President & Trust Officer
Certified Financial Planner (CFP®)
Certified Senior Advisor (CSA®)
David is a vice president and trust officer with our Nashville, TN office. He has been providing financial advice to individuals, families, and institutions since 1984.
At 24 years of age, David took an interest in the relatively new field of financial planning and later earned his Certified Financial Planner (CFP®) designation in 1987 and his Certified Senior Advisor (CSA®) designation in 2017. He has spent the majority of his career helping families plan for their future, focusing on estate plan design, and trust management for high net worth families.
Throughout his thirty plus year career, David has counseled several hundred families, businesses, and individuals on how to achieve their financial and life goals. He is a frequent speaker and is well regarded for his ability to communicate complex issues into understandable language. In 2012, he authored his first book, What You Need to Know: The Adult Child’s Guide to Becoming an Effective Financial Caregiver and began to focus much of his career on helping families facing the financial issues of age transitions. This lead to the Certified Senior Advisor designation in 2017. The Certified Senior Advisor certification and education programs are developed through a rigorous practice analysis/research study involving hundreds of professionals who work with the older adults from the academic community, industry practitioners, regulators, business and non-governmental organizations. Dually accredited by the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA), the CSA credential applies to professionals in all areas of the aging industry.
Prior to joining Argent in 2018, David was a senior vice-president of wealth management for a Mississippi Trust Company for 17 years.