David Ahlquist ®

David Ahlquist CFP ® is a Senior Vice President of Wealth Management at Raymond James, a position held since May 2019. In this role, David leads a financial planning team that serves high net worth and ultra high net worth individuals, as well as foundations and non-profit institutions, focusing on comprehensive financial planning services including asset management, estate and incapacity planning, and philanthropic planning. Prior to joining Raymond James, David was a Senior Wealth Management Advisor at TIAA from October 2004 to May 2019 and worked as an Investment Consultant at Charles Schwab Private Client from November 1999 to October 2004. David holds a Bachelor of Science degree from the University of Maryland.