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Our financial advice team


David Poole

David Poole

AAMS®

Financial Advisor

The Cities Private Wealth Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investment Management
  • Cash Flow Management Strategies

Interests

  • Playing both acoustic and electric guitar
  • Running sound at Pathway Church
  • Traveling with my family when possible
  • Finding new recipes for the Instant Pot
  • Actively spending time with my family going on walks, attending soccer games and watching robotics tournaments

Community participation

  • Pathway Church involvement
  • Soccer Referee at both the High School and Club level
  • Serving at Cafe on the Vine

Qualifications

  • AAMS® Accredited Asset Management Specialist℠