David M. Alexander
Financial Professional
- Role
- Financial Professional at Karr Barth Associates
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About David M. Alexander
David offers customized strategies for families, professionals, and business owners…
Experience
Financial Professional
Sep 2023 — Present · Philadelphia, PA, US
David focuses on retirement planning, tax-saving strategies, and executive benefits. David and his team craft personalized financial plans with your specific industry challenges and goals in mind. Equipped with his FINRA Series 7 and 66 registrations, alongside his Life and Health license, David is more than afinancial professional; he provides trusted guidance in your success. As a devoted husband, father, coach, and activecommunity member, he values trust, commitment, and teamwork—principles he applies to every client relationship.
Education
James Madison University
Bachelor of Business Administration (B.B.A.)
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