ABOUT US
Cheekwood - Nashville, Tennessee
After thirty-five years of working for a national investment firm, Spectrum Financial Advisors' Founder wanted to open a firm that did not limit the number of investments available to investors. Realizing each individual has different goals and aspirations for their financial future, Spectrum was founded on the desire to cultivate trusting relationships that extends for years.
Spectrum is defined as the "scale between two extreme points". Spectrum Financial Advisors (SFA) searches a larger universe of investments without the bias of national brokerage firms. Our clients trust us to walk alongside them through their financial journey. Our process is simple. We want to understand how your life revolves today. What are your goals and responsibilities both personal and financial and then we create a plan that fits for you.
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Our Team
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David serves the Founding Member of Spectrum Financial Advisors.
David was formerly with Wells Fargo Advisors since 1984 and received firm-wide recognition every year since 1997. David focuses on 401k retirement plans, endowments, foundations, non-profits and high net worth families.
While at Wells Fargo, David served as a Premier Advisor* and held the title of Managing Director – Investments, which is reserved for Financial Advisors at Wells Fargo who consistently demonstrated high ethical standards, achieve production criteria and maintain a strong commitment to client service excellence. During his career, David has been selected as one of the top 11 Financial Advisors in Tennessee by Research magazine** and one of the top 7 Financial Advisors in Tennessee by Barron’s magazine***.
David is graduate of the University of Tennessee and served as President of the Davidson and Williamson County UT Alumni Association and was a member of the UT Board of Governors. David also served as a member of the YMCA Y-CAP Board and Brentwood United Methodist Foundation Board. He is a past graduate of Leadership Brentwood and Leadership Middle Tennessee and currently serves on the Board of Directors for Second Harvest Food Bank.
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