David J. Schwartz
"We understand the importance of utilizing industry professionals to implement and create innovative wealth management strategies to deliver exceptional care and attention to our clients’ needs."
When David started his career in the financial industry in 2005, he never forgot his humble beginnings which forged his strong work ethics and character. He ran a paper route at age 12, worked in a steel foundry at age 17, served his country honorably for eight years in the United States Air Force, worked his way through college as a dealer in the casinos and earned a Bachelor of Science in Business Administration from Christian Brothers University. Many of the people he met along the way struggled financially. This was the motivational factor which created a strong desire to make a definable difference in each and every client’s financial life. He had a passionate drive to help people attain their financial goals, and by using a little common sense help them to live the lifestyle they’ve dreamed of.
In 2005, David became a financial advisor at Edward Jones. During his time there, he came to understand the importance of acting as his clients’ advocate and consistently exceeded their expectations. He also realized, by not being able to offer independent investment holdings, he was not doing all he could for them. In 2011, he became the founding member of Champion Wealth Management, offering securities through LPL Financial, the nation’s largest independent broker/dealer.*
David is a financial professional and holds his Series 7 and 63 registrations through LPL Financial and his Series 66 through both LPL Financial and Independent Advisor Alliance and a Life & Health insurance license. David is also an active volunteer at Colonial Hills Church, a baseball coach and member of the Chamber of Commerce.
In his free time, David enjoys spending time with his son Donovan, playing chess, golfing with friends at Hernando Hills and getting in a little fishing.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2018