1. David Silberg
David Silberg began in the Financial Services Industry in 1988. His career is built on the core
values of ethics, integrity and superior client service. While working and training with several
organizations and disciplines within the industry he has focused on Financial Planning and
Wealth Management while providing high touch, personalized client services. David offers a
client-centric approach to financial services that combines unbiased advice with sophisticated
financial solutions for his clients. His mission is to deliver comprehensive financial services that
enable individual investors, businesses and foundations to achieve their distinct goals.
David holds a Investment Company/Variable Contracts Products Limited Representative
(Series 6), General Securities
Registered Representative (Series7), Uniform Securities Agent State Law Exam (Series 63),
Investment Adviser (Series 65) and Life and Health Licenses as well as continuing to educate
himself in the sophisticated areas of risk and investment management. David also assists his
colleagues in areas of sophisticated planning and is always happy to lend a hand.
David lives in Port Washington with his wife Debbie and his two children Jeremy and Rachel.
David enjoys coaching sports, photography, music and travel.