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" Even GUARDIANS need a hand. "

David Bennett

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As a Financial Representative, David Bennett lives out his personal goal to leave the world a better place than he found it. David believes in education’s transformative power, and every client meeting gives him an opportunity to help people grow in confidence and gain control of their lives through financial education. David helps clients understand the pros and cons of each decision to ensure that they are equipped to make informed decisions as their financial plans are shaped and implemented.

David takes pleasure in helping people grow, especially watching as people who felt they could never save are transformed into world-class savers. He knows well the importance of creating a clear path and an established set of goals; or, in his words, “hope is not a course of action.” David works closely with each client to articulate and execute an appropriate plan.

Leadership, focus, integrity and a commitment to serve others are part of David’s nature. Following six years of service as an officer in the U.S. Marine Corps, David has worked in the financial services industry both as an advisor and a financial educator. He holds an MBA University of Texas at Austin.

David is passionate about helping other veterans’ transition and volunteers with the American Legion and Gulf Coast Humane Society. Originally from New Jersey, Dave has called Fort Myers home since 2016. In his spare time, he enjoys playing volleyball, other sports activities, and shooting.

What To Expect

Execution on all areas of retirement life (ie: social security, cash flow management, legacy & estate planning)

Comprehensive investment planning tailored for your specific needs and objectives

Ongoing mentoring and steps to achieve your hopes, dreams and goals

Access to a world-class team of professionals, such as attorneys and CPA's through our Business Resource Center.

Ask David Bennett A Question

Thank you!

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative. The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian.  PAS is a member FINRA, SIPC.