David Smith

David Smith is a seasoned financial professional with extensive experience in wealth management and advisory services. Currently serving as a Partner at Forum Financial Management, LP since January 2021, David Smith focuses on helping investors build, manage, and preserve their wealth through comprehensive financial strategies. As the President of David Smith Advisory since 2010, David Smith operates as an independent financial adviser prioritizing client interests over commissions. Additionally, David Smith has been an AVMA Life Authorized Representative since February 1990. David Smith holds a Bachelor of Arts degree in Business Administration from Widener University.