David A. Estabrook

Registered Principal, Financial Advisor, Branch Manager @Raymond James

Englewood, CO, US
EMAILS
d••••••••@raymondjames.com
MOBILE NUMBERS
+13•••••••58

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WORK HISTORY

Jan 2007 — Present

Registered Principal, Financial Advisor, Branch Manager @Raymond James

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David has earned the Raymond James Executive Council Award* for the past six years (2014, 2015, 2016, 2017, 2018, 2019). Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity. David has been quoted in several Denver Post articles for his expertise in financial planning. In 2015 David was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James. He successfully completed the curriculum and passed the exam to earn this designation, which emphasizes investment management consulting, asset allocation and portfolio construction. Early in his career, David earned the Rising Star Award from Raymond James for his dedication and service to clients and high-level professional performance. David is a member of the Financial Planning Association and the Financial Services Institute. David is a Registered Investment Advisor Representative and holds multiple security licenses that include Series 6, 7, 9, 10 and 66, as well as life, health and long-term care insurance licenses. David is a CERTIFIED FINANCIAL PLANNER™ practitioner and Branch Manager. He also holds a WMS, Wealth Management Specialist designation and is a CEP ®, Certified Estate Planner. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.

SKILLS

InsuranceRetirement PlanningRetirementWealth ManagementStrategic Financial PlanningFinancial ServicesMutual FundsEstate PlanningPensionsMonte Carlo SimulationPortfolio ManagementLong Term Care InsuranceInvestmentsRisk AssessmentFinanceAsset Allocation

ABOUT DAVID A. ESTABROOK

David has worked in the financial services industry for over seventeen years. His primary…

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