David Raymond

David began his career in the financial services industry in 1997. Since that time he has experienced many different types of markets. The one constant during these markets is that clients want to ensure they have enough resources to experience the FUN in their retirement. His dedication to the financial planning process works towards enabling his clients to fully understand why and how their portfolios are structured and the expectations of each portfolio.

David has participated in the MS City to Shore Bike tour which raises awareness and money for the MS Society. He also has been a VIP rider and has raised over $1,000 in each year of participation.

David and his wife, Karen live in Montgomery Township with their two children Ashley and David Evan.