Wealth Manager, Partner
David serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, David worked at a national wealth management company. David has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
David earned a Bachelor of Science degree in Business from Missouri State University. In his spare time, he enjoys golfing and fishing.
Articles by David Willett
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