- Certified Retirement Counselor®
- Accredited Investment Fiduciary®
- Accredited Wealth Management Advisor® .
David was born and raised in South Florida and attended Miami Dade Community College and Daytona State College. David has over 18 years of experience in the Financial Services Industry. Throughout his career, David has attended various classes that enhance his services and skills he can offer his clients. These classes include “National Association of Insurance Commissioners Long Term Care Partnership Training”, “Insurance for Estate Planning”, "Guaranteed Living Benefits for Variable Annuities”, “Sustainability of Annuity and Life Insurance Transactions for Seniors”, and “Insurance Fraud Problems and Preventions” . These classes allow Dave to keep-up with the changing trends and ideas in the financial industry.
Dave built a career at Winn Dixie Stores, Inc. before retiring in 2005 after 25 years as a Store Director. His responsibilities at Winn Dixie Stores, Inc. included the financials and profitability of a location, the quality and retention of employees, and oversight of up to 250 employees.
In 2006, Dave received his Series 7 General Securities Representative Certificate and Series 66 Uniform Combined State Law Registration Certificate which he used to establish his own office with Edward Jones.
In 2010, David decided to team-up with small group of Advisors to form West Volusia Wealth Management Group, PA. Today, Dave and Rebecca are the remaining founding partners of WV Wealth Management Group, PA. They utilize Cambridge Investment Research, Inc. as their partner Broker/Dealer to provide oversight and compliance. With West Volusia Wealth Management Dave has been able to transition to an independent structure. He provides a family environment and creates quality service by individualizing each client's portfolio. He accomplishes this by preparing options without the influence of corporate mandates such as quotas, boxed products or proprietary investments. Dave's goal is to offer personal attention to each relationship. He feels that it takes time to build substantial relationships with each client. It is quality, not quantity that counts. He strives to help clients define goals and provide solutions to reach these dreams. Dave considers his clients to be a part of his extended family. As used throughout our website, Dave believes that “At the heart of our practice lies the fundamental belief that our success is dependent upon the strength of the relationships we create with each one of our clients."
David has been married for 33 years to his wife, Kelly. They have three children: Dave, Kristen, and Jarod. He also has eight grandchildren. The Llewellyn family has called Volusia County home for the past 30 years. In his spare time, Dave loves to spend time with his family and enjoys being outdoors hiking, fishing, kayaking, as well as motorcycling.