David Thome, CFP®
Senior Vice President, Financial Institutions
David provides investment consulting services to high-net worth families, corporate executives, nonprofit organizations and financial advisory firms. David services clients by providing advice and expertise in asset allocation, portfolio design and manager selection. He also guides clients through an extensive wealth planning process to ensure coordination of investment objectives with their financial planning, estate planning, tax and lending strategies. Prior to joining the firm, David was Director of Wealth Management at ORION Investment Advisors. He holds a BBA from James Madison University and is a Certified Financial Planner (CFP®).
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.
