David Lundgren

Background

About David Lundgren

As a Senior Wealth Management Advisor, my focus is to service clients on investment opportunities, in alignment with the client's needs, goals and tolerance for risk. I work directly with the clients to help provide enduring control over their finances with the goal of delivering real and lasting comfort within their entire financial life. I'm able to assist clients in the areas of investment, retirement planning, insurance and estate plan consulting. By actively monitoring financial markets, specific investments in clients' portfolios and staying abreast of new investment strategies and investment vehicles, I'm able to take a holistic view of each clients' financial needs and goals. My efforts help ensure clients remain on track to reach their financial goals. As the primary liaison with the clients' accountants, attorneys and other advisors, I'm able to help ensure a comprehensive wealth management plan.