Skip to main content

Our financial advice team

David Poole, Financial Advisor serving the Davenport, IA area - Ameriprise Advisors

David Poole


Financial Advisor

The Cities Private Wealth Group
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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


  • AAMS™ Accredited Asset Management Specialist™
  • CKA® Certified Kingdom Advisor®


  • Bachelor's Degree in Christian Ministries, Lincoln Christian University, Lincoln, IL
  • Master's Degree in Contemporary Theology, Lincoln Christian Seminary, Lincoln, IL

Awards & recognition

  • The Cities Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • The Cities Private Wealth Group, Ameriprise Client Experience Award, 2022-2023

Community participation

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


  • 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

Honored to be recognized in Forbes

I’m excited to share that The Cities Private Wealth Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.