David Advisor

Q: What is David Advisor email address?

Email David Advisor at david.m.ogman@citi.com. This email is the most updated David Advisor email found in 2026.

Q: How to contact David Advisor?

To contact David Advisor send an email to david.m.ogman@citi.com. If you want to call David Advisor try calling on +15619455040. (updated on October 30, 2024)

Private Wealth Advisor at Fortuna Wealth at Raymond James | Boca Raton, Florida, United States

About David Advisor

David Advisor is a dedicated Private Wealth Advisor at Fortuna Wealth, a division of Raymond James, where he combines his professional expertise with a profound personal mission. With a focus on investment management and family wealth management, David is committed to crafting tailored financial strategies that align with his clients' unique goals and values. His approach emphasizes holistic financial planning, asset allocation, and philanthropy, ensuring that wealth is not only preserved but also utilized to make a meaningful impact.

In his role, David is currently spearheading key projects that integrate innovative investment strategies with a deep understanding of his clients' family dynamics and aspirations. He believes that effective wealth management goes beyond numbers; it involves fostering relationships built on trust and transparency. David's dedication to his clients is mirrored in his advocacy work for his son, Jordan, who was recently diagnosed with TECPR2, a rare and progressive neurodegenerative disease. This personal journey has not only deepened David's empathy but has also fueled his passion for philanthropy, as he actively seeks to support research and initiatives that benefit families facing similar challenges.

David's unique blend of professional acumen and personal experience positions him as a compassionate advisor who understands the complexities of wealth management in the context of life's unpredictable challenges. His commitment to ensuring that families can navigate their financial futures with confidence and purpose is at the heart of his practice. As he continues to advocate for his son and others in the rare disease community, David remains steadfast in his mission to help clients achieve a life well planned, where their financial legacies reflect their values and aspirations.

David Advisor Work

Private Wealth Advisor at Fortuna Wealth at Raymond James in February 2024 to Present

Senior Vice President | Citi Private Bank at Citi Private Bank in September 2021 to January 2024

Private Wealth Relationship Manager at Merrill Lynch in June 2017 to August 2021

David Advisor Skills

Investment Management

Family Wealth Management

Wealth Management

About David Advisor's Current Company

Raymond James

Discover more about Raymond James

Frequently Asked Questions about David Advisor

What is David Advisor email address?

Email David Advisor at [email protected]. This email is the most updated David Advisor email found in 2026.

What is David Advisor phone number?

David Advisor phone number is +15619455040.

How to contact David Advisor?

To contact David Advisor send an email to [email protected]. If you want to call David Advisor try calling on +15619455040. (updated on October 30, 2024)

What company does David Advisor work for?

David Advisor works for Raymond James

What is David Advisor's role at Raymond James?

David Advisor is Private Wealth Advisor at Fortuna Wealth

What industry does David Advisor work in?

David Advisor works in the Financial Services industry.