David is responsible for scheduling and preparing annual reviews for clients; preparing client paperwork, including new account and transfer forms; and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
Georgia State University, B.A., Public Relations/Image Management
Kennesaw State University, Chemical Engineering
Modera Financial Planning & Wealth Management
5555 Glenridge Connector, Suite 150, Atlanta, GA 30342