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David Willett

Wealth Manager

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.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021