David is President and Wealth Manager of Meade Wealth Management, is an LPL Registered Principal, and has been in the financial services industry for over 30 years. David's firm is completely independent. His independence, powered by LPL Financial, enables him to establish working relationships with a number of industry-leading asset-management firms, insurance providers, and attorneys, whose ideas and products he leverages to create a customized client portfolio. David is committed to maintaining the highest standards of integrity and professionalism in his relationship with you, his client, and is consistently recognized for outstanding client service. David endeavors to know and understand your financial situation and provide you with the highest quality information, services, and solutions to help you work towards reaching your goals.
In addition, David is an LPL Investment Advisor Representative in affiliation with American Eagle Investment Services. David focuses on financial planning, retirement planning, and investment advising for the members of American Eagle Financial Credit Union. David holds FINRA Series 24, 7, 63, 65, 51 with LPL Financial, and his insurance license in the State of Connecticut.
David is a University of Connecticut alumnus, graduating with a Bachelor of Arts in Economics. Prior to forming his business, David was a Regional Business Consultant for LPL Financial. His experience also includes sales management with Peoples Securities, Inc. and John Hancock Financial Network, and Financial Advisor with MetLife, American Express, and LPL.
He is a member of the National Association of Insurance and Financial Advisors (NAIFA) of New Haven, CT, and SW Connecticut, as well as a member of the University of Connecticut Alumni Association.
He is a fan of UConn Athletics and an avid golfer. David lives in Guilford, Connecticut, with his wife Stacey and is a proud father of three adult children, David, Olivia, and Sophia.
Contact David to arrange a complimentary financial consultation.