Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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David McMurtrie, CFP

Vice President–Wealth Management

Financial Advisor

David has over 18 years of experience in financial services. He specializes in comprehensive financial planning including portfolio management, retirement planning, income generation, education funding, and wealth transfer issues. David graduated Magna Cum Laude from University of Detroit Mercy with a Bachelor of Science in Business Administration.  He has earned his Series 7, 6, 63 & 65 securities licenses as well as licenses for life, accident & health insurance, and variable annuities. David earned a Certificate in Personal Financial Planning from Boston University. He also earned the CFP®—CERTIFIED FINANCIAL PLANNER™—designation from the Certified Financial Planner Board of Standards, Inc. David and his wife currently reside in Bloomfield Hills with their three beautiful children.

Registered States:
  • AZ
  • CA
  • FL
  • GA
  • ID
  • IL
  • IN
  • MI
  • MN
  • NV
  • NY
  • OK
  • PA
  • TX
  • UT
  • WA

Education

  • B.S. in Business Administration, University of Detroit Mercy

Credentials

  • CERTIFIED FINANCIAL PLANNER™
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 932-8003

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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