David Daughtrey
CFA, CFP®

 David Daughtreyhas over 30 years combined experience in the investment, financial services and real estate industries. David graduated Magna Cum Laude from Texas Tech University with a B.S. in finance. He received his MBA from Brigham Young University, graduating in the top 5 percent of his class. David also earned the prestigious Chartered Financial Analyst (“CFA”) designation held by most portfolio managers and is also a Certified Financial Planner (“CFP®”).  David spent nine years on Wall Street as an investment banker for JP Morgan Chase and Merrill Lynch structuring complex asset-backed securities. During his career on Wall Street, David raised more than $20 billion for major corporations in America and internationally. His experience with Wall Street traders, analysts, hedge funds managers and portfolio managers gives him a unique perspective on the markets.

Using his strong analytical skills and diverse background, David develops unique strategies to solve the tough estate and financial planning problems.   He relishes the challenge of pulling complex planning situations together to construct strategic financial plans that maximize return while maintaining risk-appropriate and tax-efficient objectives.

David has insurance licenses in various states and is also an Investment Advisor Representative through Copperwynd Financial, LLC.

David has lived in the Valley of the Sun since 1998 and has been active in the community, volunteering in the schools, building Habitat for Humanity homes, serving in the scouting program and providing service in his church. David is married and has five children and eight grandchildren. He enjoys travel, tennis, hiking, scuba diving, gardening and genealogy.