David J. Ansbro CFP ®️
Desiring to positively impact people’s lives, David joined Waddell & Reed in Raleigh, North Carolina as a financial advisor in March of 2002. Originally from White Plains, New York, David moved south after graduating from Binghamton University. He currently holds his Series 7 and 66 securities registrations through LPL Financial as well as his life, health and long term care insurance licenses.
David and his team at Thorough Financial Group, work with individual clients who value a professional relationship consisting of customized financial advice and proactive client service. David believes it is his genuine care for his clients, along with his professional credentials, that sets him apart from others in his field. His group strives to go above and beyond in every client interaction. In addition to frequent client contact, the team hosts a variety of educational workshops and client appreciation events throughout the year.
David is committed to a lifelong pursuit of continuing education and therefore endeavored to obtain the CERTIFIED FINANCIAL PLANNER™ certification, which he completed in November of 2017.
Married in New Orleans in June of 2015, David lives with his wife Ashley in Cary, North Carolina. In February of 2018, they excitedly welcomed their son Marlowe Jack to the family. When David is not working with clients on financial and investment-related issues, he is likely at home relaxing with his family, watching sports, reading a good book…and perhaps enjoying a cocktail as well.