David has over twelve years experience in Mergers and Acquisitions during which time he has led numerous transactions. He is a highly skilled, tenacious and analytical negotiator on behalf of his clients, while maintaining a sense of fairness and objectivity.
As an owner/operator of several small businesses himself, David can easily relate to clients and prospective clients. As an experienced consultant to many small businesses, he has guided multiple business owners through the transitional planning process.
Prior to joining the Kentucky team, David was a Financial Advisor at Merrill Lynch where he specialized in meshing business, financial and estate planning for owners of privately held businesses. In addition to those duties, David performed management and compliance functions for the Lexington, Kentucky office of Merrill Lynch.
David has two adult daughters, Haley and Abbey, and he resides in Lexington with his wife, Beth, and their German shepherd, Hank.
Securities offered through Corporate Finance Securities, Inc. Member FINRA/SIPC