As a Planning Associate, David assists the Wealth Managers in gathering and analyzing data, developing financial planning recommendations, and providing clients a clearer picture on their financial health by understanding their needs through retirement.
David graduated Cum Laude with Honors from the University of Alabama with a double major undergraduate degree in finance and economics. He also received a master’s degree in Applied Economics through the school’s dual degree program.
David moved from Memphis to The Woodlands in 2018. While in Memphis, David worked for Morgan Stanley Wealth Management as a financial analyst in the FAA program researching investment solutions and producing client presentations to help best service clients under his team’s management. After a year, David’s Morgan Stanley team made the jump to the RIA space as its own investment firm and David joined them on this new opportunity to continue his role as the company’s financial analyst. In addition to his previous role, David managed the firm’s investment and data management technology along with managing the company’s trading operations.
A closer look at David Hunter
While a student at the university, David covered the football team as a co-host on his weekly radio program with Bama Sports Radio. In addition to following college football, David enjoys golf, fishing, and snow skiing in his spare time. David was born in Atlanta, GA but grew up on the coast in Fairhope, AL.
Fun fact: David wrote his masters thesis over a statistics project he conducted on how the “Hurry-Up, No-Huddle” offense affected injuries in college football.