David has practiced in the financial services business since 1996. In addition to working for well known insurance names like John Hancock and investment firms like A.G. Edwards & Sons, David has been affiliated with additional firms such as Raymond James Financial Services and Regal Investment Advisors. He launched his own registered investment advisory business in May of 2019, Bookman Bright, Inc. dba Bookman Bright Retirement Planning & Capital Management.
Over the years, David has also served as a partner in a personal and commercial lines property and casualty insurance agency as well as a partner in multiple real estate corporations.
He has a very strong background in business which he started building on at a very young age since his family was in in business for themselves beginning in the late 1970’s.
Because of his unique business experience and background, David can easily separate himself from the average “financial advisor”.
Client Services Manager