David joined Cape Cod 5 as a Financial Planner in 2026, bringing 14 years of financial services experience in financial planning, investment management and client relationship management. Prior to joining Cape Cod 5, he served in financial advisor roles with regional and national financial services organizations, working closely with individuals and families to develop personalized strategies focused on retirement planning, investments and long-term financial goals.
David holds a Bachelor of Science degree in Information Technology, magna cum laude, from the University of Massachusetts Lowell and a Bachelor of Science degree in Legal Studies, cum laude, from Roger Williams University.
David lives in Buzzards Bay with his wife and two sons, where he coaches his sons’ flag football teams. Outside of work, he enjoys traveling with his family, following Formula 1 racing and experiencing all that Cape Cod has to offer, including his favorite local businesses and destinations.
• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
