David Bennett, CFA, CFPVice President and Portfolio Manager

david-profile-photo
Client Specialties
  • Mid-Career Professionals
  • Medical Professionals
  • Legal Professionals
  • Parents
  • Annuity Holders
Education
  • BS, University of Florida
  • CFA, Chartered Financial Analyst
  • CFP, Charted Financial Planner

David Bennett joined SP in February 2016. He is a licensed Investment Advisor Representative with 16 years of professional experience. David’s professional credentials include the sought-after Chartered Financial Analyst (CFA) designation. He is also a Certified Financial Planner (CFP) Professional, having completed the rigorous CFP Board examination and certification process. David served as Chair of the First Baptist Church of Indian Rocks Stewardship Committee and now serves as Chair of the Indian Rocks Christian Foundation Committee. Before joining SP, David was a Vice President at Fifth Third Securities. David graduated with honors from the University of Florida earning a Bachelor of Science Degree in 2002. Go Gators!

I’m active in my local church and have served as chair on multiple non-profit committees. I’ve lived in Tampa Bay Area for over 29 years and look forward to serving this community for many more years to come.

contact details

611 Druid Road East, Suite 407
Clearwater, FL 33756

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