David J. Maher CFP®, AWMA®, AAMS®Managing Principal
David works with business owners, high net worth individuals, and families in the areas of portfolio strategies, business retirement planning, succession planning, charitable giving and estate planning strategies to help clients build, manage, preserve and transfer wealth.
David is a CERTIFIED FINANCIAL PLANNER™ professional with more than 11 years in the financial services industry. For this designation, David had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
David began his career in financial services at A.G. Edwards and Sons, established in 1887. The values and ideals of St. Louis based AG Edwards have remained through the transitions to what has become Wells Fargo Advisors, now serving over 1.7 trillion dollars in client assets as of March 2021.
David earned his B.S. in Biology from the University of New Mexico in 1995 where he lettered in Varsity Mens Swimming at the Division 1 Level. He resides in Essex Junction with his wife, Reyna, their two children Bridget and Joe, and two miniature schnauzers. David enjoys swimming, running, hiking, barbecuing and brewing his own beer. David is passionate about hockey and supports the Essex Youth Hockey Association and the Juvenile Diabetes Research Foundation.