Broker Check
SageGuard Financial Group
Dave Perez

Dave Perez

Senior Vice President of Advisor Services

As SVP of Advisor Services, 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 has two daughters, named Delaney and Charlotte.  He earned his Bachelors Degree from Norwich University in Northfield, VT, graduating in 2011. He and his wife are avid college football fans, whose house is divided between Alabama Crimson Tide and Tennessee Volunteers.