David D. Marsico
David’s likes to think of himself as his client’s “Chief Financial Officer.” He aims to help families make important financial decisions to protect and secure a solid financial future and retire with financial dignity.
David specializes in working with high-net-worth families by providing:
- Custom Investment Solutions
- Access to Lending Solutions including Investment Lines of Credit and Securities Backed Lines of Credit
- Legacy Planning
David holds FINRA Series 7, 65 and 63 registrations and earned a Master of Business Administration through Villanova University.
David is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
David volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach and support to make a lasting difference.
David lives in Glenmoore, Pennsylvania, with his wife Jill and sons Luca and Carlo. His passions include playing golf, natural health and wellness, studying monetary and economic history and visiting new places.