David Dickman
Managing Director
David is an advisor in the firm's Potomac, MD office, providing clients with customized financial planning and investment management advice. He specializes in the development and implementation of individualized investment solutions that consider tax, trust & estate, insurance, retirement, legacy, and charitable planning. David takes pride in helping clients achieve their financial goals and providing them with the comfort that all of their wealth management needs are addressed. David has over 15 years of experience in the industry, most recently serving as Director of Business Development & Investor Relations for Billings Capital Management. In addition, he worked closely with ultra-high net-worth clients and their families for almost a decade in his role as a Vice President of Portfolio and Wealth Advisory for BBR Partners.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
