David Frey

Background

About David Frey

I am the financial planning member of our team. I am responsible for all team members. As an independent financial advisory team, our relationship with Raymond James allows us to offer you the highest level of client service. As your Financial Advisor, my responsibilities include the day-to-day management of your investments, along with comprehensive financial planning. As the Owner of David James Financial Group, my objective is to ensure our team is working diligently to provide you with superior service. In fact, our value is our ability to help manage your wealth and organize your finances so you can focus on what is important to you. This is my commitment to you. Our team is committed to continued education regarding the financial industry, the markets and specific investments. We believe it is what allows us to stay at the top of our game with the advice and strategies we offer. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. David James Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.