Dave Reynolds,CFP®, CLU®

Dave has 15+ years of financial services experience spanning from capital raising, new IDF and SMA formation and structuring, as well as the implementation and structuring of PPLI and PPVA solutions for ultra-high net worth and family office clients.  He previously served as Director of Business Development at Spearhead Capital Advisors (our predecessor company), where he originated and serviced new client relationships across the firm’s wealth management, administrative services, and asset management divisions. 

Dave has co-authored several articles and developed and presented Continuing Education programs related to PPLI/PPVA structuring and related investment solutions to various Financial Planning Association (FPA), Chartered Financial Analyst (CFA), and estate planning council chapters across the US.

He graduated from the University of Wisconsin-Madison and is a CERTIFIED FINANCIAL PLANNER ™ and Chartered Life Underwriter®, as well as a holder of Series 3, 7, 34, 63, and 65 registrations. In addition, Dave has served as past President/Founder of the Palm Beach Badgers Wisconsin Alumni Club, is a graduate of Leadership Palm Beach County, and is currently a cast member at Just the Funny Theater in Miami.