Summary
Overview
Work History
Education
Skills
Affiliations
Additional Information
Timeline
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David DeCorrevont, CFP®

Dallas,TX

Summary

Enthusiastic financial services professional with extensive experience working with High Net Worth clients of various backgrounds. Friendly and personable with an adaptable approach. Exceptional knowledge in wealth management, estate planning, investments, and client/advisor transition.

Overview

7
7
years of professional experience

Work History

Financial Advisor

Robert W. Baird
06.2018 - Current
  • Worked directly with ~300 client families across an $850MM book of business to address a broad range of financial needs, household assets ranging from $2-$65M
  • Assisted in the transition of retiring advisor (April 2022), working to maintain continuity of the service and relationship management while incorporating a new comprehensive wealth management approach
  • Served as lead financial planner on the team conducting discovery, presentation, and implementation of financial plans
  • Created and maintained processes to track client progress through the various stages of plan delivery

Foundations Program Associate

Robert W. Baird
07.2016 - 06.2018
  • Two-year, full-time rotational program providing experience and learning opportunities in select wealth management functional areas including operations, marketing, research, products, & services, financial planning, and branch rotations

Private Wealth Management Intern

Robert W. Baird
05.2015 - 08.2015
  • Conducted bottom-up analysis on potential money-managers to be used for specific investment strategies
  • Studied investment principles from The Intelligent Investor with guidance from my manager

Education

Bachelor of Arts - Entrepreneurial Management

Texas Christian University, Neeley School of Business
Fort Worth, TX
05.2016

Certificate in Financial Planning -

Southern Methodist University
Dallas, TX
12.2018

Skills

  • Financial and Estate Planning
  • Managing Wealth
  • Investment Analysis
  • Client Relationship Development
  • Money Guide Pro
  • Prospective Client Engagement

Affiliations

  • Member – DFW Financial Planning Association (FPA)
  • VP and Co-Founder TCU Rowing Club
  • Delta Tau Delta Fraternity

Additional Information

  • Certified Financial Planner, CFP®
  • Series 7 & 66 Licensed
  • Texas Life and Health Licensed
  • Microsoft Office Specialist 2013 Certified – Excel, Power Point, and Word

Timeline

Financial Advisor

Robert W. Baird
06.2018 - Current

Foundations Program Associate

Robert W. Baird
07.2016 - 06.2018

Private Wealth Management Intern

Robert W. Baird
05.2015 - 08.2015

Bachelor of Arts - Entrepreneurial Management

Texas Christian University, Neeley School of Business

Certificate in Financial Planning -

Southern Methodist University

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David DeCorrevont, CFP®