Dave, a 1971 graduate of The University of North Carolina at Charlotte, first joined Consolidated Planning in April of 1988. Following a long career in collegiate athletics administration, and intrigued by the work of the firm that was handling his personal financial planning, he decided to join the Consolidated Planning team as an account executive.
He spent the next seven years honing his skills as a planner and, in multiple years, qualified for The Guardian Life Insurance Company’s Leaders Club. His interest in and emphasis on the investment side of the business has proven to be pivotal in his career development. Following a three year sabbatical in the 1990s, during which time he served a Methodist Mission in the coalfields of West Virginia, he returned to Consolidated Planning in 1999 as the company’s manager of investment sales. During his management tenure, Consolidated Planning’s investment sales ranged from $60 – $100+ Million.
In January of 2003, Dave returned to private practice within the Consolidated Planning framework, teaming with Jeff Howard to design, build and monitor client investment portfolios. During their time together, Dave and Jeff have consistently placed nationally among the top producers within their broker/dealer. Dave holds the Chartered Financial Consultant® (ChFC®) designation and the Series 7, 63, 65, and 24 FINRA registrations.
Dave lives north of Charlotte in the Lake Norman area. He is also the proud dad of his namesake, David Ross, Jr., an award-winning photojournalist; a daughter Jessica, a professional hair stylist who shares her dad’s love of horseback riding; and of his son, Shane, a recent graduate of Lake Norman High School who is in the early stages of his professional work experience.
Dave’s interests outside work center around horseback riding, bluegrass music, and shag dancing.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
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