David Baer
Senior Financial Advisor, Senior Vice President
Office: 813-574-6179
Cell: 321-436-8345
Experience
- Working in the financial services industry since 1995
- Currently focused on providing investment management, and along with his team, provides financial planning services, including estate, business succession, philanthropy and retirement planning
Education
- University of Central Florida, BSBA
Professional Affiliations/Licenses
- FINRA Series 7, 63, 65 (BrokerCheck)
- Life, Health and Variable Annuity Insurance Licenses
- Chartered Life Underwriter® (CLU®)
- Certified Military Financial Advisor (CMFA)
- Chartered Financial Consultant® (ChFC®)
- Certified Divorce Financial Analyst® (CDFA®)
- Certified Trust and Financial Advisor (CTFA)
Registered representative and agent, First Horizon Advisors, Inc.
Community Involvement
- Board Member, Variety Children’s Charity of Florida, varietyflorida.org
