David Cross CFP, CDFA, CRPC

David Cross is a Certified Financial Planner practitioner, Certified Divorce Financial Analyst, Certified Portfolio Manager and Chartered Retirement Planning Counselor with U.S. Asset Management. His primary responsibility is wealth advisory and client relationship management. David has over 35 years of industry experience and was a Senior Vice President with Morgan Stanley and Merrill Lynch before starting his own company, U.S. Asset Management in 2016. He holds a degree in finance from Auburn University and earned the Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University. David has earned numerous distinguished service awards with his former employers including highest client retention and new client acquisition in 20...