David is a partner at Worldwide Wealth Management. David
has experience in the financial services industry
as an investment advisor representative that services high net
worth individuals and families.
By helping each client towards their investment goals, he endeavors to
provide them with investment strategies, asset management,
financial planning, alternative investments and life insurance based solutions. He also has financial experience
in fee-based investment solutions and real estate 1031 exchanges for qualify investors.
His past experience includes being Managing Director at Worldwide
Asset Protection, a broker trainee at Prudential Securities
and a member of the Private Consulting Group at Merrill Lynch.
David graduated from Externado de Colombia University with
a degree in Finance and International Relations and American
University in International Business and Trade and Economic
Policy. David is originally from Bogota Colombia and is fluent
in English and Spanish with a proficiency in French. His hobbies
include reading, golfing, traveling, and movies.