David Barkley is an Accredited Asset Management Specialist, AAMS, and has been working in the Securities Industry for over 20 plus years. He brings a wealth of knowledge and hands on experience working with affluent families, business owners and individuals. He specializes in individual equities and retirement income planning. His passion is individual stocks and creating option strategies to create consistent income streams. He enjoys working directly with you, your business and your families to develop multi-generational strategies for building and preserving your wealth. David works directly with you to develop a customized disciplined wealth management strategy and plan for each client, their immediate family members, as well as, their children and their grandchildren.
For our clients who are in the beginning stages of wealth creation we work with you to develop a disciplined plan to mitigate risk, working within your risk tolerance level to grow your wealth through customized plans that are personalized to you and your family.
Davids experience at the corporate executive level, as an entrepreneur and 10 years as an individual trader on the CBOE and CBOT exchanges, allows him to bring a very diverse background and skills, that enables him to have a greater understanding of your businesses and financial opportunities at every economic level from Generation X, millenniums and baby boomers.
On a personal level, David is married with 4 adult children and 2 children still at home. He has traveled for business and pleasure to all 50 states and 65 countries around the world. He enjoys the beach, golfing, boating and traveling.
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*According to SmartAsset 08/22