David Daughtrey, CFA, CFP®
David Daughtrey
Advisor and Founding Member
How can I help you?
David uses his strong analytical skills to develop strategies to help you solve tough estate and financial planning problems. He enjoys the challenge of analyzing complex planning situations to construct strategic financial plans that maximize return while maintaining risk-appropriate and tax-efficient objectives.
What makes me knowledgeable?
David is a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP®). He is a registered investment advisor representative of Copperwynd Financial. He has also served on the boards of directors of the Financial Planning Association of Greater Phoenix and the National Association of Active Investment Managers.
David brings a diverse background to our firm with more than 30 years’ experience in the investment, financial services and real estate industries. After graduating magna cum laude with a BS in finance from Texas Tech University, he earned an MBA from Brigham Young University, graduating in the top 5% of his class. As a former investment banker with JPMorgan Chase and Merrill Lynch, he has experience with Wall Street portfolio and hedge fund managers, traders and analysts that gives him a unique perspective on the markets. David ‘s views on financial planning and investing are often quoted in The Wall Street Journal, the Arizona Republic and other financial publications.
A little more about me
David is married with five children and many grandchildren. Since moving to the Valley of the Sun in 1998, he has been active in the community by volunteering in schools, the scouting program and his church. He enjoys travel, tennis, hiking, scuba diving, gardening and genealogy.
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If you have questions or would like to have us review your current financial position, please CONTACT US.