David Walker

David joined Insight Alliance in March of 2013 after spending the previous two years with Merrill Lynch in Nashville.  He heads the dentist/physician services division of the practice.  David enjoys working with a diverse group of clients which include entrepreneurs, medical and entertainment professionals, executives, and retirees.  David’s main goal is to find out what his clients truly value in life and help ensure that their finances are aligned with those values.  He considers himself a professional “listener.”

David is a native of Bon Aqua, TN and attended the University of Tennessee in Knoxville.  He’s a member of Cross Point Community Church, The Nashville Sports Council, the Williamson County Chamber of Commerce, and currently serves on the board of The Nashville Kangaroos organization.  David also proudly played for the U.S. Revolution (The United States Australian Rules Football National Team) from 2004 to 2008.  He has represented America in numerous matches in the U.S., Canada, and Australia.  David lives in the Bellevue community with his wife, Jesse, and their daughter, Sophie.  In his spare time he enjoys watching “Frozen” multiple times in a row with his daughter, golf, hiking, and being outdoors in general.

 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta, GA 30342, 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Insight Wealth Management is not an affiliate or subsidiary of PAS or Guardian.
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© 2018 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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