David Morisette entered the financial services industry over 16 years ago as an independent financial advisor. His area of focus is on investment policy and portfolio construction. Over his career, David has built his business to manage and advise on over $100mm in assets. David became exempt market licensed in early 2012 in order to provide clients with access to private market investments as a way to diversify and reduce systemic risk present in the public markets. He chose Pinnacle for the strength of their executive team, the culture of the organization, product due diligence and breadth of offerings.
In 2006, David co-founded WMS Wealth Management Solutions, a company that works closely with dealing representatives as a specialist in retirement cash flow strategies. Clients enjoy working with David and WMS for the personal attention they receive and the peace of mind David and his team provide.
David and his lovely wife Kathleen have been married for 15 years and have two wonderful daughters together. In his spare time, David enjoys reading and outdoor activities such as kayacking, mountain biking and hiking.