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David Sterling Senior Vice President

David Sterling

Senior Vice President, Senior Financial Advisor

Experience

  • Working in the financial services industry since 1996
  • Currently focused on providing comprehensive wealth management solutions for high-net-worth individuals, their families and businesses
  • Experience includes providing clients with guidance, insight and customized financial solutions to pursue what is important to them

Education

  • Yale School of Management, MBA
  • Vanderbilt University, BA

Professional Affiliations/Licenses

  • FINRA Series 6, 7, 66 (BrokerCheck)
  • FL 2-14 Life Insurance License & Variable Contracts
  • FL 2-40 Health Insurance

Registered representative and agent, First Horizon Advisors, Inc.

Community Involvement

  • Committee Member, United Way of Palm Beach County
  • Wish Granting Volunteer, Make-A-Wish of Southern Florida
  • Board Member, American Friends of Jordan River Village
  • Advisory Committee Member, Mission United of Palm Beach County