Vice President Wealth Management Officer 774-319-3166 firstname.lastname@example.org
As a Wealth Management Officer, Dave serves Plimoth Investment Advisors clients
as their primary wealth management officer, positively representing the firm and its
affiliates in the community while developing new associations.
Dave possesses a wealth of trust and investment experience gained from more than
25 years at institutions including Cape Cod Five Cents Savings Bank and Martha’s
Vineyard Savings Bank in Massachusetts, and Savings Institute Bank & Trust in
Connecticut. He has also been a registered representative and investment advisor
for both lnfinex Investments and LPL Financial.
A graduate of Stonehill College with a Bachelor of Arts in Economics, Dave received
his Master of Business Administration in Finance from Babson College. His industry
licenses include FINRA Series 7, 24, 66, Life Insurance and Variable Annuities.
As a Board Director and Finance Committee member of the Community Health
Center of Cape Cod, Dave enjoys giving something back to the community. He has
two adult sons, and resides in Yarmouth, Massachusetts with wife, Colleen, and
their beloved Black Lab, Mia.