Dave Perez

As one of our Investment Advisory Specialists, David works with our affiliated advisors to make sure they can deliver an excellent client experience.  Focused on executing daily trade orders, providing Morningstar Reports, and maintaining all required documentation, he is focused on providing high level of support to our advisors. 

He holds the Tennessee Life and Health Insurance licenses as well as the Series 65 from the North American Securities Administrators Association (NASAA). 

David comes to us originally from New York City, NY and has lived in Clarksville, TN since 2013. He and his wife Allison have one daughter named Delaney.  He earned his Bachelors Degree from Norwich University in Northfield, VT, graduating in 2011.  His hobbies include reading and spending Saturdays in the fall watching college football with his wife who is a proud Tennessee Volunteer.