John David was born and raised in Ocala and has spent nearly his entire life in the community. After earning his Finance degree with a minor in Real Estate from the University of Central Florida, he pursued his career in financial planning, inspired by his father’s work in finance and his own passion for helping others. With over a decade of industry experience, John David specializes in retirement planning, financial planning, 401(k) administration, and building client relationships. He is committed to understanding what matters most to each client, never taking for granted the trust they place in him. Outside of the office, John David enjoys time with his family, golf, movies, fantasy football, and cheering for the Philadelphia Eagles. He also sings with his family and is an active community leader, serving on the executive committee of the Public Education Foundation of Marion County and co-founding the Alex McDonald Foundation.