Founding Partner/Wealth Advisor
Greg David, a founding partner of David Wealth Management Group and Stratos Wealth Partners, is a highly experienced strategic partner of the Freitas Wealth Management Group. With 18 years of investment industry expertise, Greg...
Jeremy is a strategic partner of the Freitas Wealth Management Group, bringing a fresh perspective and a strong commitment to client success. As a newly licensed advisor, Jeremy is eager to apply his knowledge and develop his expertise...
Office Manager/Registered Sales Assistant
Kelly, a registered sales assistant with David Wealth Management Group and strategic partner of the Freitas Wealth Management Group, brings over 16 years of invaluable experience in the investment industry. As a key member of the team,...
Marketing Director/Client Services Associate
Karen, a valuable member of the David Wealth Management Team and a strategic resource of the Freitas Wealth Management Group, serving as the Marketing Director and Client Service Associate. With a diverse background in sales and marketing,
Chris is an executive vice president and wealth advisor with David Wealth Management Group and a strategic partner of the Freitas Wealth Management Group. His position as a wealth advisor allows him the privilege of witnessing...
Whether you are investing to build wealth, provide for your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.