Our Team
Spencer David, JD
Wealth Manager
Spencer has been an associate of Pfleger Financial since 2000. Utilizing the resources of Pfleger Financial, M Financial Group and his independent owned and operated registered investment advisory firm, Integrated Wealth Services, he provides comprehensive wealth management services for high net worth and high income individuals.
Spencer earned a B.S. in Accounting from the University of Southern California in 1992 and a J.D. from the University of Florida in 1997. He is a member of the Florida Bar and previously held a Florida CPA designation.
Prior to joining Pfleger Financial, Spencer was a leading first year agent at Northwestern Mutual. In his former business life he was a CPA with Deloitte & Touche. He is a South Florida native who enjoys competitive tennis and down-hill skiing.
Pfleger Financial Group, Inc.
2600 S. Douglas Rd, Ste. 1010
Coral Gables, FL 33134
phone: (305) 441-1410
fax: (305) 441-1710
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Pfleger Financial Group, Inc. is independently owned and operated. Pfleger Financial Group, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA's BrokerCheck
For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #6504112.1
© Copyright
Pfleger Financial