Dave Moon, CFP®

 Dave Moon, CFP®

Financial Advisor

Primary Office: Florida
Phone: (386) 597-2856, x140
Fax: (386) 597-2854

David has held several positions in the retail banking, broker/dealer, and investment advisory space since beginning his career in 2008. David’s passion throughout his career has always been the people that he’s had the opportunity to work with. He is happiest when helping people and is thrilled to bring that passion to our clients and the IFS team.

Besides helping people, David’s biggest interests include deep and engaging conversations, human physiology, and psychology, playing sports and games, statistics, and probability (risk), and doing anything outdoors. He has volunteered as the head coach of his local youth wrestling program and assistant coach to his local Pop Warner program. He loves learning and spends a lot of time reading, listening to podcasts, and writing. One day, David hopes to become a great dad.

David is a CERTIFIED FINANCIAL PLANNER professional. He has successfully completed his series 7 (FINRA General Securities Representative), series 24 (FINRA General Principal Registration), 66 (NASAA Uniform Combined State Registration), 52 (MSRB Representative), and 53 (MSRB principal) examinations.

Like all associates at IFS, David’s focus is on you! Please do not hesitate to reach out with any questions.