David Fitzgerald, CFP®

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Contact Information

Office: (314) 894-5923

Email: david.j.fitzgerald@cunamutual.com 

Check the background of this investment professional on FINRA Broker Check.

 

Branches Served

Columbus, Crestwood, Fenton, Fort Collins, Jeffco, Merrimack, Shiloh, South County, Tesson Ferry

 

Meet David

David has been with Together Investment & Retirement Services since April of 2019. He has been in the wealth management industry since 2010 and graduated from SIUE in 2009 with a bachelor’s degree in Finance.

 

Prior to becoming a financial advisor, David spent more than two years traveling the country auditing financial advisors for a major firm. He brings the lessons he learned from those trips and conversations with other advisors with him to help better serve his clients. He left his role as an auditor to become a financial advisor in his hometown of Collinsville, IL in early 2015. He earned the CFP® designation after completing an education program through Boston University and passing the CFP Board examination.

 

Now he enjoys his role with TIRS, educating his clients, and helping them to optimize their financial lives. David is an avid runner, golfer, coach, and billiards player. He and his dog Lily are living near Together Credit Union’s headquarters in St. Louis, enjoying the city life.

 

Qualifications

B.S. in Finance; Series 7 & 66; Life & Health Ins.; CERTIFIED FINANCIAL PLANNERTM

David is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer, and a member of FINRA and SIPC.

 



Together Investments & Retirement Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3020621.1-0320-0422