David Weiss

Background

About David Weiss

With 25 years of experience helping individuals, families, and small businesses with their financial planning, I am happy to be a part of the Weston Banks Wealth Partners team. Throughout my investment and management career, I and my co-workers routinely earned awards for client satisfaction and business growth and I am proud to call many of my clients close personal friends. I and my partners at Weston Banks take a holistic approach with our clients, gaining a deep understanding of their current circumstances and why they are investing, so we can offer the best alternatives for their investment goals. My personal philosophy on investing is that “money isn’t everything, but you work hard for it so it should work hard for you”. In addition to comprehensive financial planning, I specialize in helping his clients with retirement planning and college savings, as these are two major life events that also require a careful, well-designed strategy. I am originally from upstate New York, my wife Jennifer and I moved to Raleigh from New Orleans in 2005. We are blessed with two wonderful daughters, Loren and Hannah. I like to spend my additional time volunteering with the Knights of Columbus Council 9709, affiliated with St. Francis of Assisi Catholic Church. I also enjoy outdoor activities like hiking, mountain biking, and kayaking. My professional credentials include Series 7, 8, 24, 63, and 66. Securities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.