David Love Financial Advisor

Building Wealth and earning trust

With more than 28 years of experience in the financial services industry, David Love is committed to offering his clients the highest level of professionalism and personal service. He specializes in offering personalized planning and investment advice. Once David has identified his clients’ financial goals and objectives, risk tolerance and time horizon, he determines the proper asset allocation and diversification for their portfolio. He then selects the most appropriate investments, which may include stocks, bonds, mutual funds and professional money managers.
At the core of his approach is a comprehensive investment research and selection process for individual securities. When designing custom investment portfolios, David uses an extensive network of industry experts who provide fundamental and technical research. Ongoing changes in the market as well as life changes make portfolio monitoring and rebalancing a hallmark of his service model.
Throughout the years of advising successful individuals and families, David has created an approach to comprehensive wealth management. It is an integrated process designed to help successful individuals and families capture opportunities as they continue to accumulate, protect and distribute their wealth using tax-intelligent solutions.

David is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Alaska, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Washington. David can become registered in other states not listed upon further request.
Diversification and Asset Allocation does not ensure a profit or guarantee protection against a loss. Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
No graph, chart, formula or indicator can guarantee profit of any nature in the stock market and should not be relied upon solely in making investment decisions. Investing in stocks always carries risk.
Securities and Advisory Services offered through Davenport & Company LLC Member: NYSE • FINRA • SIPC
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