At Raymond James, David advises experienced business owners and incorporated professionals with strategies to build and preserve wealth with a particular focus on succession and estate planning.
Uniquely, David is licensed as an advisor in the United States – allowing him to assist clients with cross-border investment issues. David can provide advice on and manage US investment accounts including IRAs and Roth accounts, and can help with 401(k) rollovers to IRA plans, establishing inherited IRAs, and cross-border estates involving U.S. investment accounts.