Economic Update and Forecast

Dave joined Fulton Financial Advisors and Clermont Wealth Strategies in 2007. He has 30+ years of experience in investments and trust banking. Dave came to Fulton Financial Advisors following a career with SunTrust where he served in a variety of positions including Closely Held Business Analyst, Business Development Officer, Manager of Private Client Services, and Corporate Strategies/Mergers & Acquisition-related roles. He earned a BS degree in Accounting from Bob Jones University and his MBA degree from Georgia State University.

Dave became a Certified Public Accountant (CPA) in the state of Georgia in 1987 and Tennessee in 1996. He earned series 7, 63 and 24 securities licenses in 1994, became a Certified Trust and Financial Advisor (CTFA) in 1997, and received the Chartered Financial Analyst designation in 2000. He has been a member of the Advisory Board of the American Bankers Association Wealth Management Conference and co-chaired the Advisory Board of the ABA Private Wealth Management School. Dave is a past Chairman of the ABA National Graduate Trust School and served on the faculty of that school for several years.

Dave is a charter member of the CEB Wealth Executive Roundtable and is a member and past Chairman of the Trust and Wealth Executive Association. Dave serves as a volunteer, board member, or board chair of several community organizations including the Boy Scouts, the Lancaster Cleft Palate Clinic, and Bible Visuals International.