David has been with Bury Financial Group since 2012. He has his Series 63, 65 and 7 and is an Investment Advisor Representative.
He was recognized by Forbes Next-Gen Best-In-State Wealth Advisors Top 40 List* for Ohio in 2019. David is a past Boardman Rotary member where he served as co-chair of Community Involvement, past board member for the Mahoning Valley Young Professionals, and active in his church. He volunteers his time with Man Up Mahoning Valley and Youngstown Streetscape.
David graduated from Youngstown State University, where he majored in finance. He grew up in North Lima and attended South Range High School.
David loves spending time with his family and friends. In the summer, you'll find him tending to his family garden. Our Team always looks forward to an abundance of produce courtesy of his time and talents. He resides in Columbiana with his wife, Presley, daughter, Palmer and son, Dawson.
*Forbes/SHOOK "Next-Gen Best-In-State Wealth Advisors list for Ohio" was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.? For more information on this award, please visit: https://www.forbes.com/sites/rjshook/2019/06/25/2019-top-next-gen-wealth-advisors-methodology/?sh=782ebf4d5630