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David Vallieres

David has over 15 years of experience in the financial services industry having previously worked for Smith Barney, UBS Financial Services, and Merrill Lynch. David focuses his practice on investment planning and consulting for institutional and corporate clients as well as a select group of high net worth families and individuals. As the Director of Advisor Solutions, David consults with internal advisors as well as aligning external like-minded advisors and advisory firms with Synergy. He currently holds the Series 3, 7, 30, and 65 licenses along with Life, Health, and Variable Annuities Insurance licenses. David has a Bachelor of the Arts Degree in Business from Hodges University. Connect with us on Facebook. Learn more here.

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