Experience:
David’s journey with Moneco Advisors began in July 2023 as a wealth management intern in the Fairfield office. After graduating college, he joined the firm full-time as a Client Relationship Manager. His dedication and skill led him to the role of Senior Relationship Manager and then Associate Wealth Advisor. Upon passing his CFP® in 2025, David was promoted to Wealth Advisor. His passion for finance was sparked early in life by his grandfather, whose decades-long career in the industry inspired countless conversations about investing and planning for the future. Those formative talks—and two internships with Moneco during college—solidified David’s calling to help individuals, families, and small businesses achieve their financial goals.