David Borer

Background

About David Borer

As a licensed financial professional with Equitable Advisors, David Borer strives to make a difference in the lives of those around him. From individuals & families to privately-held business owners, it is the peace of mind & freedom that a sound plan can bring that motivates David to work with clients to achieve what is within their reach. David Borer worked as a Financial Services Representative at First Union National Bank and First Union Brokerage Services in the mid-1990's. In the late 90's/early David was a key member of a trading desk specializing in equity and option trades. Having traveled to more than 60 countries around the world, possessing an insatiable desire to stay abreast all things economic and geopolitical, and being a happy husband & father, David leverages this experience to help his clients improve and solidify their financial well-being. David follows the Equitable approach of holistic planning because life is more than just money. Every person has unique situations that need to be approached in a custom-tailored way to prove most effective. Contact David today for a free, no-obligation consultation. It is my passion to get to know you.