David Belisle WMCP®

Born and resides in Beverly Massachusetts. David received his Bachelor in Science in Business Finance from the University of Georgia. David graduated at the top of his class and is an inductee of Delta Mu Delta International Honor Society in Business. He has achieved his Wealth Management Certified Professional (WMCP) designation through the American College of Financial Services.

David specializes in wealth management, cash flow planning, and all encompassing retirement plans for his clients.

David is an avid hockey enthusiast and a private pilot. He has one grown daughter, two stepchildren and lives in Beverly with his wife of 20 years.