Dave has more than 35 years in the financial services field, his in-depth CPA knowledge helps everyone on our team handle client questions, especially those relating to how investments are impacted by estate and income taxes.
Dave has a long string of additional financial planning designations including a CERTIFIED FINANCIAL PLANNERTM certificant (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant (ChFC®). He also has his Life and Health license as well as Series 7, 63, and 65 securities registrations with LPL Financial.
Dave is a FINRA Arbitrator, a member of the North Carolina Association of CPAs and a commercial jet/helicopter pilot/flight instructor. He is married to Chris Anthony who is also a pilot.
Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.
Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.