David joined Stephens Private Client Group in 2011. Over his 35-year career, his priority has been to develop client relationships that allow him to understand what they want to achieve in their lives. “For many clients sound finances directly correlate to independence and living life as they see fit. It is my job to help them realize their goals and give them peace of mind that their assets are protected,” says David.
Prior to joining Stephens, David spent his career at Shearson/American Express, Inc., and its successor, Morgan Stanley. David graduated with a Bachelor of Science in Finance from the University of Tennessee with honors in 1982.
David previously served on the finance committee for the Memphis Jewish Federation.
He and his wife, Melissa, have two girls, Sarah and Sophia. He enjoys fishing and golfing.