David Brain has worked in financial services since 1993. His focus is consulting with clients using life insurance to protect families, as well as to provide estate planning strategies and executive benefits.
David has extensive experience working with business owners and helping families plan for the distribution of their estates. He also conducts numerous seminars for clients and associates. Previously, David worked in his current broker-dealer’s Miami office, now known as Equitable Advisors, and with Connecticut National Bank. He is a member and volunteers on several committees for the Society of Financial Service Professionals.
David earned a B.A. from Northwestern University and an M.B.A. from Florida International University.