Important message
You are now leaving the Alexander Peter Wealth Management Global website and being redirected to the Alexander Peter Wealth UK website. The Alexander Peter Wealth UK website is designed for UK residents only and may include products and services that are not covered in your region.
Dave has spent over 35 years in the financial services industry.
Dave started his career in the brokerage and trust banking industry. After over 20 years there, Dave joined Fisher Investments’ Private Client group and worked for one of the true icons of the financial industry, Forbes magazine Portfolio Strategy columnist, Ken Fisher. In his almost 11 years as Fisher’s Midwest Regional Vice President, Dave and his US Fisher colleagues brought $50 billion dollars ($50,000,000,000) into Fisher’s Private Client Group with Dave contributing close to $1 billion of that total during his time at Fisher.
In October 2014, after moving to Fort Myers, Florida, he was asked to join the United Kingdom firm of Alexander Peter Wealth Management and assist the growing market of UK expatriates residing in the United States who are struggling with both the UK and US regulatory, currency, estate & current tax complexities of moving their pension assets out of their UK corporate and private pension plans and into plans that that allow multiple beneficial options. In late 2015, Dave was promoted to the position of United States Director.
In his spare time, Dave enjoys swimming, golf, and cycling. He is a graduate of Michigan State University and is an ardent fan of Detroit professional sports.
Alexander Peter Wealth Management through its advisors offers investment and financial advisory services through Amerity Wealth Management, LLC (AMW), a registered investment adviser with the Securities and Exchange Commission (SEC). SEC number: 801-127745, CRD number: 322265. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses Amerity Wealth Management, LLC.
*Trustpilot is an open, online review platform where any consumer with a buying or service experience can review any company and any company can invite and respond to reviews for free. Reviews include a star rating system of one to five stars based on experience and can include written commentary. An experience does not mean the individual has purchased a product or engaged in a service with the business. Further, an experience can be positive or negative and does not imply another individual will have a similar experience. Star ratings do not infer or guarantee another person’s results or experience and does not imply any level of success or performance. Reviews are owned by the individual leaving the review and can be edited, updated, or deleted at any time. The business cannot alter or delete reviews. However, a business can request certain individuals to leave a review and encourage positive reviews. A business can ask reviewers to provide a reference number when they leave a review, to help identify an experience. Trustpilot deters but cannot prevent incentives such as discounts, monetary rewards, loyalty points, gifts, coupons, referral bonuses and the like when asking for reviews. Alexander Peter Wealth Management does not provide incentives including those mentioned herein.
