David Robinson

Executive Vice President & Wealth Advisor at DATCU

David Robinson serves as both Executive Vice President as well as a Wealth Advisor for DATCU Financial Services. David takes pride in his ability to uncover the challenges his clients face, and finding the viable opportunities and solutions needed to conquer them. A licensed General Lines Insurance agent, he also holds his series 7 and 66 securities registrations with LPL Financial. David understands the importance of listening earnestly to his clients' needs, acting solely in their best interest and providing them with the high level of service they rightfully deserve.

David has worked in the financial services industry for 8 years, and lives in Little Elm with his wife and daughter.

Peers

View in org chart

Timeline

  • D

    Executive Vice President & Wealth Advisor

    Current role

A panel showing how The Org can help with contacting the right person.