In this brief Facebook video, Successful Portfolios Vice President David Bennett, CFA, CFP explains SP’s business model and value proposition.
Hello fellow club member!
I’m David Bennett, Chartered Financial Analyst, Certified Financial Planner and Vice President at Successful Portfolios in Clearwater.
Our wealth management team helps individuals, families, and organizations manage more than $160 million in assets at leading discount brokers including Charles Schwab, Interactive Brokers, and TD Ameritrade. Successful Portfolios investment process avoids third party asset management fees, reducing costs and saving money for our clients.