David C. Vespoli, MBA, is a Wealth Advisor with over 20 years of experience in the financial industry. As a former business owner himself, David understands the unique challenges and opportunities that come with building, protecting, and transitioning a business.
David specializes in working with business owners and high-net-worth individuals who have more complex financial needs. He works with clients across several states, helping them navigate important financial decisions including succession planning, pension strategies, retirement planning, and major life transitions.
David takes a thoughtful, goal-focused approach to financial planning. He believes in listening closely to what clients want to accomplish, developing logical strategies to help them reach their goals, and continually monitoring their risk along the way.
His goal is simple: to help families and business owners build, protect, and transfer their wealth with confidence and a clear plan for the future.
Education
- Bowling Green State University - Bachelors of Science Business Administration
- Baldwin-Wallace University - Master of Business Administration
Licenses and Registrations
- Series 7
- Series 63
- Series 65
- Series 66
- Variable Annuities
- Life, Accident, and Health Insurance
Personal Data
Born and raised in Ohio, David now lives in North Carolina with his family. Outside of work, he enjoys staying active through golf, pickleball, and weightlifting. He also enjoys playing chess and, as a lifelong Ohio fan, cheering on the Cleveland Browns.