Senior Wealth Advisor
Contact David Clark
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Prior to joining the Collins Investment Group in 2004, David Clark was the Operations and Compliance Manager in the Wells Fargo Advisors’ Bethesda office. He began his career as a Finacial Advisor with Raymond James in Ellicott City. Along with his background as a financial advisor, Dave has experience in small business retirement plans. He holds Series 7, 9, 10, 63 and 65 qualifications. David is focused on building client relationships and working with clients to construct, implement and maintain customized investment plans.
A life-long resident of Maryland, Dave lives in Damascus with his wife, Jackie, and two children. Away from the office, he coaches softball and baseball with the Damascus Sports Association and Olney Boys & Girls Club (OBGC) and enjoys spending time with his family.
- Coordinating investment planning and presentations
- Compiling mutual fund performance and research
- Communicating investment recommendations