David Ansbro, CMFC®,CRPC®,CDFA®

David Ansbro, CMFC®,CRPC®,CDFA®

Financial Advisor

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Phone: (919) 785-2221
Fax: (919) 785-2773
E-mail:
 

David J. Ansbro, is a 2001 graduate of Binghamton University in Vestal, NY. He currently holds his series 7 and 66 securities registrations as well as his life, health and long-term care insurance licenses.

David obtained the CMFC (Chartered Mutual Fund Counselor) designation from the College for Financial Planning in 2004 and then the CRPC (Chartered Retirement Planning Counselor) designation in 2013. With a strong passion for helping clients navigate problematic situations, David successfully achieved the CDFA™ (Certified Divorce Financial Analyst) designation in 2014.

David has received the Waddell & Reed Circle of Champions award in 2004, 2012 & 2014.*  He began his career with Waddell & Reed and has been with the firm since June of 2002.

 

*The Circle of Champions award is presented annually by Waddell & Reed and is based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards received, please contact David.  07/17