As Managing Director – Market Leader for the Orange County Market, David oversees the expansion of Wells Fargo Wealth & Investment Management in the Newport Beach, Anaheim, Irvine, Seal Beach, Inland Empire, and Palm Desert areas of Orange County. He collaborates closely with financial advisors of varying backgrounds, needs, and preferences, whether they are interested in a traditional financial advisor practice model or in moving toward independence by owning their own business. In his role as Market Leader, David is steadfast in supporting more than 400 financial professionals in the Orange County Market.

He is fully committed to helping independent business owners, investment advisory practices, teams, and individual financial advisors to harness the depth and breadth of our products, services, and practice management technology to serve clients effectively. David is familiar with the unique needs of ultra-high-net-worth clients and available solutions offered by Wells Fargo Wealth & Investment Management.

He has worked with Wells Fargo Advisors and its predecessor firms for over 40 years, holding several key leadership positions in Dallas, Texas; Scottsdale, Arizona; Las Vegas, Nevada; and Southern and Northern California.

If you are looking for financial advice, contact him so he can help connect you with one of our seasoned professionals. If you are looking to further your career as a financial professional with us, he looks forward to an open, honest discussion.