David Fitzgerald CFP®
Financial Advisor
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 nation 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’s enjoying his role with Together Investment & Retirement Services, 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 registrations held with LPL Financial; Life & Health Ins.; CERTIFIED FINANCIAL PLANNERTM
Branches David Serves: •
- Columbus
- Crestwood
- Fenton
- Fort Collins
- Jefferson County (Arnold)
- Shiloh
- South County
- Tesson Ferry
- St. Peters
Check the background of this investment professional on FINRA Broker Check.