David Smith
Associate Wealth Advisor

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Dave is an Associate Wealth Advisor in the Beacon Pointe Scottsdale, AZ office and is responsible for partnering with advisors to help clients achieve their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Dave worked at Charles Schwab in Scottsdale. Dave is a graduate of the United States Merchant Marine Academy and has a background in supply chain and logistics. Outside of the office, Dave enjoys spending time with his wife and family, traveling, and playing basketball.