David Witter

About David Witter

CERTIFIED FINANCIAL PLANNER, CERTIFIED SUCCESSION PLANNERDavid Witter is CEO and founder of Financial Harvest Wealth Advisors (FHWA.) David’s desire to help families with money was ignited during his college years, when he experienced the impact of having his parents divorce. While helping his mom cope with not only her dissolving marriage, but also her financial concerns, David discovered his career passion. Today David helps family stewards be successful with money and life by addressing their top concerns and anticipating future challenges and opportunities.For more than 15 years, David has been helping successful business professionals preserve their wealth, independence and autonomy in rapidly changing environments so that they can focus on what is most important to them. David\'s strategic planning enables clients to:• Reduce taxes• Effectively and efficiently pass wealth to loved ones• Protect wealth from being unjustly taken• Fulfill their charitable intent with maximum impactDavid’s more than 200+ clients have entrusted him with over $370 million in assets, in part due to the firm’s client retention ratio of 97% versus the industry average of 77%. He provides independent, objective guidance to his clients acting as a fiduciary, which is the highest of legal standards for care and trust.Successful business professionals work with David to:• Amplify and preserve their wealth to maintain their lifestyle and freedoms• Make wise decisions in today’s uncertain political, economic and social environment• Obtain an independent second opinion from a fiduciary wealth manager granting an opportunity for peace of mind.In 2014, David authored Uncommon Success – How Family Stewards Produce Intentional Wealth stemming from his interviews with 45 successful professionals – all with net worth above $1 million, and 24% having more than $20mil - who also hold family values in high regard

Experience

1. Founder & CEO

   Financial Harvest Wealth Advisors

   Apr 2002 — Present · Winter Park, FL, US

   Founder and CEO of a Wealth Management firm that delivers highly personalized, fee-based advice to help clients preserve and enhance their wealth across generations to live a life well lived.

Education

• The Aji Network

  Business Professional, Business

  2009 — 2011

• University of Florida

  Master of Science, Computer Engineering

  1998 — 2000

• University of Virginia

  Bachelor of Science - BS, Electrical and Electronics Engineering

  1994 — 1998

• University of Virginia

  Bachelor of Science, Electrical Engineering

  1994 — 1998

Skills

• Wealth Preservation Planning
• Wealth Management
• Charitable Gift Planning
• Asset Protection
• Succession Planning
• Certified Financial Planner
• Retirement Planning
• Business Strategy
• Certified Succession Planner
• Qualified Plans 3(38) Fiduciary
• Wealth Accumulation Strategies