With over 30 years’ experience in financial services, David’s focus centers on assisting his clients with strategies designed to help them fulfill their financial dreams and create a lasting impact on their wealth potential. Uniquely positioned to offer individuals, families, and business owners’ access to one of the most comprehensive financial platforms available today, his team envisions and help enhance clients’ goals by designing a customized plan and creating a life map to achieve and protect their wealth.
Successfully managing your financial well-being is an ongoing process that may include an important life transition such as retirement, the sale of a business, a new career or other major life event such as marriage, birth of a child, divorce, or loss of a spouse. By maintaining a strong relationship with you, we will be a valued resource and help guide you through these transitions in a manner consistent with your core values.
David is a current Long Island advisory board member for the American Cancer Society and Friends of Karen.
David D'Auria is a Registered Representative of Equity Services, Inc. Securities are offered solely by the Equity Services, Inc., and offers securities in NY and IL. He is insurance-licensed in CT, FL, IL, NJ, and NY.