Experience

David offers a wealth of knowledge and success in the financial services industry and possesses over 17 years of progressive experience.  Prior to establishing Greenstone Financial Group, David began his career working at Shawmut/Fleet Securities for 9 years then spent 7 years at Citizens Investment Services.  David specializes in working with individuals as a means of helping them define their financial goals while providing solutions to help achieve these goals.  Additionally, David partners with business owners to help them develop and implement strategies to maximize the benefits to themselves, their families and their employees.  In his spare time, David enjoys spending time with his family, playing the guitar and traveling.

Education

• North Adams State College, B.S. Degree in Accounting and Marketing

Qualifications

• Series 7: General Securities Representative
• Series 6: Investment Company/Variable Contracts Limited Representative
• Series 24: General Securities Principal
• Series 26: Investment Company Principal
• Series 63: Uniform Securities Agent
• Series 65: Uniform Investment Advisor
• Series 65: Registered Investment Advisor
• Life, Accident and Health Insurance
• CRPS - Chartered Retirement Plan Specialist