David Lessner
FINANCIAL ADVISOR

“I’ve been interested in investments since grade school when my father joined Ameriprise,” Dave said. “Having the ability to make a significant positive impact on other people through comprehensive financial planning, I believe, is incredibly important work.

Dave’s advisory career began at Ameriprise Financial in 2005, where he worked until 2017 when he joined Raymond James. Other positions he held include national sales manager at Buyerzone.com, and director of business development at Active.com.

“My goal is to simplify my clients’ financial lives and to help them attain their goals,” Dave said. “Raymond James gives me and my team the independence to build an unbiased financial planning relationship without using proprietary products, an important consideration in today’s regulatory environment.”

Dave earned a BSBA degree in finance and marketing from The University of Richmond, and he is currently pursuing certification as a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a member of Business Network International.