Broker Check
David Roach

David Roach

Wealth Advisory Support

David is a recent graduate of the University of Florida, where he received a Bachelor of Arts in Political Science and minored in Business Administration. He has a lifelong interest in finance and enjoys the chance to help clients create a secure future for themselves, their families, and their employees.

David worked for the principals of Fortune 360 Group in an internship capacity for two years in a row and impressed them so much that he was ultimately hired on a full time basis.  David now works primarily in the wealth advisory and retirement plan divisions supporting client reviews & requests, investment allocations, document retention, billing, and much more.

When he isn’t spending time with his family and friends, David enjoys attending concerts and the theatre whenever possible. Other interests include running, cars, fashion, Hi-Fi audio, and technology.