David Cruz
Senior Wealth Advisor @ JWC Wealth | CFP®, Series 7, Series 66
- Role
- Senior Wealth Advisor at Jwc Wealth Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About David Cruz
With over nine years of experience in the financial services industry, I am a Senior…
Experience
Senior Wealth Advisor
Oct 2024 — Present · Tampa, FL, US
I provide personalized financial planning and investment management solutions tailored to high-net-worth individuals, families, and business owners. With a client-first approach, I specialize in comprehensive wealth management, including retirement planning, tax-efficient strategies, estate planning, and risk management.Leveraging a decade of experience in the financial industry, I help clients navigate complex financial decisions with confidence. My goal is to create customized strategies that align with their long-term objectives, ensuring financial security and generational wealth preservation.At JWC Wealth, I am dedicated to fostering lasting relationships built on trust, transparency, and fiduciary excellence.
Education
University of South Florida
Bachelor's degree, Finance
2010 — 2014
T.R Robinson High School
International Baccalaureate Diploma, I.B
2006 — 2010
University of South Florida
Bachelor's degree, Psychology
2010 — 2014
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