Broker Check
David Gay, RICP

David Gay, RICP

Partner | Wealth Manager

David has been in Financial Services for 29 years. He holds Series 7, 63, 65 & 26 registrations along with his RICP®, life & health and property & casualty insurance licenses. He works closely with individuals, families and business owners to help them achieve their long-term financial goals. He does this by considering their protection needs, their financial needs for individual goals and the hurdles they may encounter along the way.
No one plan is perfect for everyone.

David is aware of this and drills down with each client to find out what is important to them, what keeps them up at night and what puts a smile on their faces. By taking a holistic approach and learning as much about the client as possible, a plan is developed that meets expectations and sets a road map for achieving the goals that have been discussed.


  • Bachelor of Arts – Economics, UCONN, 1994