David Yvars
Chief Executive Officer , The David J. Yvars Group ,Inc(CFP®)
- Role
- Raymond James Trust (Rjt) Advisory Council at Raymond James
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About David Yvars
Concentrated in the areas of Trusts & Estates as well as Wealth Management and Retirement Plan Consulting, our Registered Investment Advisory (RIA) firm offers a full range of financial planning and wealth management services. We place great emphasis on giving unbiased, independent and objective advice to individuals, business owners and partners of firms. At The David J. Yvars Group, we have over 40 years of experience handling estate administrations, long term trusts and more complex situations such as removal of corporate trustees and trust and estate litigation. We also specialize in working with estate attorneys and fiduciaries in matters such as Intervivos Revocable Living Trusts, Receiverships and Charitable Trusts. We also provide financial planning and comprehensive wealth management services for beneficiaries and their families. In addition, our firm is specialized in providing consulting services related to retirement plan design and portfolio management services for retirement plan sponsors, business owners and partners of firms regarding their 401(k) and Cash Balance plans.
Experience
Raymond James Trust (Rjt) Advisory Council
Jan 2015 — Present · Tampa/St. Petersburg, FL, US
In 2015, The David J Yvars Group was asked to assist Raymond James Trust (RJT) upper management with ongoing corporate strategy and direction by being appointed to the RJT Advisory Council. The David J. Yvars Group is the only independent non-affiliated RIA firm nationally serving RJT in this capacity.Raymond James Trust is a fully owned subsidiary of Raymond James Financial Services (ticker-RJF) a firm consisting of over Investment Advisors.
Education
University of Tampa
Bachelor’s Degree, Finance ,Business Administration
1977 — 1981
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