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David Fowler

David Fowler

Chartered Retirement Plan Specialist

David offers a wealth of knowledge and success in the financial services industry and possesses over 19 years of progressive experience. Prior to establishing Greenstone Financial Group LLC, David began his career working at Shawmut/Fleet Securities for 9 years. David then spent 7 years with Citizens Investment Services where he managed the Advanced Markets Group for New England. David's group partnered 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 .


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


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