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Our financial advice team


David Holland

David Holland

CFP®, CFA®, JD

Private Wealth Advisor

Managing Director
Joseph Grund & Associates
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving

Interests

  • I love spending time with my wife and daughters.
  • I play golf with anyone who will help me find my ball.

Awards & recognition

  • Ameriprise Circle of Success, 2019-2020
  • Ameriprise Chairman's Award for Excellence Winner, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFA® Chartered Financial Analyst®

Education

  • Hofstra University School of Law, Juris Doctorate, 1995
  • Yale University, Bachelor's of Economics, 1993
  • Long Beach High School, Valedictorian, 1989

Previous experience

  • Financial Advisor, Merrill Lynch, 2008-2012
Newsletter

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Community participation

  • MOB - Men of (the) Benjamin School