Robbins, CFP®, CHFCA®
Vice President, Investments
David joined Moors & Cabot in June of 2019. He began his career as a business writer in Tucson, Arizona, and after writing for a variety of publications, he decided that the industry’s constant focus on negative news was not something that he wanted to be a part of and began looking for a change. That change came in the form of an opportunity to become a financial advisor at Waddell & Reed Financial, Inc., where he realized that writing stories for publication and writing financial plans for clients had far more in common than he thought.
He was recruited to join J.P. Morgan Chase & Co. in 2010, where he worked for the next nine years. He became the first person in Arizona to ever serve in both the Private Client Banker and Private Client Advisor roles. During that time, he was frequently sought out by managers across the southwest to provide individual coaching to new advisors, as well as to teach classes in practice management. David developed a specialized focus in planning for blended and multigenerational families, individual risk management, and trust administration. He received awards for client satisfaction, client retention, and business development.
David believes that one of the key tenets of the fiduciary standard is to be able to provide clients with the widest range of services possible. For that reason, he joined Moors & Cabot. He is excited to be a part of a firm with a reputation for being on the cutting edge of client engagement, as well as new technology.
He lives in central Phoenix with his wife, Jen; their sons, Beckett and Graham; and their two enormous dogs, Bamboo and Barclay. In his free time, he enjoys shooting landscape photography, cooking, and writing. He is passionate about helping children and young adults develop financial literacy and enjoys volunteering for organizations such as Junior Achievement.
Background and qualification information is available at FINRA's BrokerCheck website