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A legacy of loyalty to our clients and community

David MatthewsDavid Matthews, CFP®, AIF®

Accredited Investment Fiduciary
david.matthews@fuscofinancial.com

Dave Matthews is a Certified Financial Planner® (CFP) professional and Accredited Investment Fiduciary (AIF). Starting his career with Morgan Stanley, he has been active in investment management and financial planning since 2001. Dave joined Fusco Financial Associates in February 2007. Sharing in the firm’s commitment to provide unbiased investment advice, he strongly believes that making objective recommendations centered on clients’ short and long-term investment goals are key to building long lasting client relationships.

Dave also extends his commitment to service to his community through his involvement as a board member with the Village Learning Place located in Baltimore, Md. David enjoys golf, visiting museums of industry, seeking out good Thai food restaurants and spending time with his family. He has three children and resides in Harford County, Md., with his wife, Keyuree.

Licenses and Certifications:
Series 7 General Securities Representative
Series 66 Uniform Combined State Law Examination

Certified Financial Planner certificant
Accredited Investment Fiduciary
Life and Health Insurance Licenses

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.


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