It takes a team to accomplish your goals. Working together is a partnership; we work side by side with you to create a plan and the steps aimed at taking you to your objectives. As an independent advisor, and part of the LPL Financial team, we have access to informational resources and educational tools as well as the freedom to choose appropriate investments without being limited to proprietary products.
David Waite Jr.Investment Advisor RepresentativeRegistered Representative
Every day, David Waite walks the walk and putting his faith into action. His values are clear and unmistakable: do the right thing for the right reason, and help people to do good. David maintains a clear focus on educating clients so they understand complex financial topics; most of all, he helps middle class Americans gain a firm grasp on the decisions they need to make surrounding retirement planning so they can step forward with confidence, knowing what to do and why they need to do it.
As a financial professional for more than 20+ years, David finds building relationships to be the most rewarding aspect of his work. He appreciates the personal stories people share, and the opportunity he has to make a difference in their lives. Originally from Buffalo, New York, David has spent the majority of his life and career in and around Indianapolis.
A Graduate of Indiana Wesleyan University with a Bachelor of Science in Business Management, David holds Series 6, 63, 65, and 22 licenses through LPL Financial as well as a Life insurance license. David belong to Second Presbyterian Church in Indianapolis. Outside the office, David likes to play golf.
We’re here to listen and help you make decisions about your financial goals with confidence, whether you’re planning for retirement, protecting your family, or seeking to accomplish other long-term goals.
You have questions and we want to help you find answers. We have years of dedicated experience navigating the retirement programs of teachers and public employees, as well as serving women who have gone through a divorce and regular families as they approach retirement. We look forward to working with you.