Broker Check
David Gordon

Dave’s goal is to assist clients in building their plans for the future. He holds to the philosophy that the best way to plan effectively is to educate continually. Through Dave’s education process clients are more likely to make informed, sound financial decisions.

Dave has been awarded the Wharton Certificate in Retirement Planning. He has committed to continue developing his skills through continuing education and has also earned the professional designations of Chartered Life Underwriter® and Chartered Financial Consultant® from The American College. Dave is a graduate of Eastern Illinois University and holds a Bachelor of Science Degree in Management.

After spending 25 years in the natural gas industry working in Missouri, Kansas, Illinois, Indiana, and Tennessee, Dave joined his current broker-dealer, now Equitable Advisors in 1990 and has played a key role as an advisor advocate through his service with the Equitable National Agent Forum. Dave credits his management career and education in developing the foundation for working with retirement planning and benefits.

Dave is active with the Lebanon/Wilson County Chamber of Commerce and Leadership Wilson. He is a member of the Middle Tennessee Society of the Financial Planning Association and the Society of Financial Service Professionals. He and his wife Vicki live in Lebanon, Tennessee, and serve at Immanuel Baptist Church where Dave is a Deacon. They have two grown sons and relish time with their grandchildren.

FINRA Series 6,7,22,63, 65 Registrations

AR Insurance License #912059

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/customer-service/brokerage-and-advisory to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.