David Limoges
Associate Wealth Manager
“Imagination will often carry us to worlds that never were, but without it we go nowhere.”
- Carl Sagan
What inspires me
The people around me, from clients to coworkers, I derive both my sense of satisfaction and motivation from being of service.
How I impact my clients
Providing high-level planning support to enable their advisors to maximize time with clients & ensure follow-up on action items.
On the weekends
You’ll find me out and about spending time with family and friends. Interests ranging from snowboarding and the gym to reading and live music.
Personal Affiliations
- CERTIFIED FINANCIAL PLANNER®
- CFP® Board of Standards
Education
- Bachelor of Arts Business Administration-Finance, Washington State University
- Associate of Arts Business Administration, Clark College
