Advisor profile


My approach

David C Bunce - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

David C Bunce - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S. in Systems Engineering - University of Virginia
  • M.B.A. in Finance - Anderson Graduate School of Mgmt. UCLA

Interests

  • I live in Mount Pleasant, SC and worship at East Cooper Baptist Church. I am involved in a variety of ministries to help the needy locally and around the world.
  • I am blessed with three wonderful children Sam, Maggie and Jonah.
  • I enjoy the South Carolina Lowcountry’s beautiful beaches and waterways, just not as often as I should. Hopefully, I will fix that this coming year with my recent paddle board investment.
  • Currently for exercise, I enjoy biking the Ravenel Bridge and walking the stairs at work.
  • I am striving to become a healthy eater. My approach so far is to limit sugar and animal meats. I strive to simply eat healthy.

Community participation

  • East Cooper Baptist Church
  • Wando High School Marching Band

Awards & recognition

  • Ameriprise Circle of Success, 2018,2019,2020

Previous experience

  • Morgan Stanley/Dean Witter - Financial Advisor, 1996-1998
  • Prudential Securities, Senior Vice President, 1998-2003
  • Wells Fargo Advisors - Senior Vice President, 2003-2017

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.