David Moeller, CIMA

David Moeller, CIMA

Director of Investment Planning

David Moeller provides asset management solutions and investment strategies to the firms, clients, and advisors.  David graduated from the Texas State University McCoy School of Business with a Bachelor of Business Administration in Finance.

David was a financial advisor starting in 2004 and has held asset management roles with retail financial advisors since 2006.  He has worked with LPL Financial affiliated advisors since 2009. David holds the Certified Investment Management Analyst (CIMA) designation earned at The Wharton School of Business at the University of Pennsylvania.  He is a member of the Investment Management Consulting Association and the Financial Management Association.