senior private wealth ADVISER, ronald blue trust
Hunt Valley. Maryland | PathNorth member since 2014
David is a senior private wealth adviser for the private wealth division of Ronald Blue Trust and serves his clients out of the branch office in Baltimore, Maryland. As a certified financial planner and an experienced wealth adviser to individuals, families, and businesses, David uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. David and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs. Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2001, David was a financial adviser with Legg Mason, Inc., where he specialized in providing investment management services to families, retirees, and small business owners. David graduated cum laude from Towson University with a B.A. in Political Science and Economics. Active in his local church and community, David has also served on the board of the Maryland Fellowship of Christian Athletes (FCA). David and his wife, Kristin, reside in Nottingham, Maryland with their two children, Jonathan and Maya, both of whom they adopted from South Korea.