Our financial advice team

David Houck, Financial Advisor serving the Richmond, VA area - Ameriprise Advisors

David Houck

Financial Advisor

SEVEN HILLS WEALTH ADVISORS
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • Masters in Project Management - George Washington University – School of Business
  • Business Administration and Management – Virginia Commonwealth University
  • Bachelors of Science (BS), Computer Science – Randolph-Macon College

Awards & recognition

  • SEVEN HILLS WEALTH ADVISORS, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • SEVEN HILLS WEALTH ADVISORS, Ameriprise Client Experience Award, 2022

Community participation

Participating and Strengthening the communities where we live, work, and play is part of the Seven Hills Wealth Advisors culture and core value system. We donate our time and/or provide financial assistance to the following organizations.

  • Bon Secours Mercy Health
  • Blue Sky Fund
  • FeedMore
  • Randolph Macon College Athletics
  • Toys for Tots
  • VCU Athletics
  • Virginia Down Syndrome Association

Interests

When not in the office you can find me …

  • Spending time outdoors - working in the vegetable garden, exploring national parks, visiting friends
  • Enjoying family time with my wife Bonnie and two teenagers (AJ and Andrea)
  • Working on church related projects and faith-based outreach initiatives

Connect with us

David Houck may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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