David M. Maggio is President & CEO, Personal Financial Profiles, Inc. (PFP), an SEC registered investment advisory firm with offices conveniently located in Coral Springs and Naples, Florida. Additionally, David is a Registered Representative of APW Capital, Inc. Member FINRA/SIPC.
David brings over 25 years experience in the financial planning industry serving a national clientele with an expertise in the areas of investor profiling, asset allocation, portfolio design, and ongoing asset management, directed with integrity and professionalism.
He also offers insightful advice and in-depth knowledge in the following areas:
· Investment Management and Advisory Services
· Risk Management
· Wealth Transfer and Succession Planning
· Retirement Planning
· Cash Flow Management
· Employee Stock Options
· Estate Strategies and Wealth Preservation
David started his career working with Institutional Money Managers in Boston specializing in equity and options trading strategies. Later, as a regional manager, he ran a successful team of brokers advising high net worth individuals.
David joined the Naples Wealth & Investment Management division of SunTrust in 2004, where he served as Senior Vice President with $200MM in assets under management.
David received his BS in Business Management from Westfield State College in Westfield, MA. His professional licenses include FINRA 7, 8, 24, 31, 63, 65 and Florida Life, Health and Variable Annuity.