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Sheaff Brock Investment Advisors, LLC.
As a founding principal of Sheaff Brock Investment Advisors, LLC, Dave is responsible for setting investment policy, asset allocation, and security selection for the company's managed accounts. He also consults with clients on overall portfolio construction. Dave has 25 years experience in the financial services industry with Prudential Securities and Morgan Stanley. Dave earned a Bachelor of Science from Miami University in Oxford, Ohio and obtained his Certified Financial Planner (CFP) designation in 1984. He lives in Carmel, Indiana with his wife Lori and their 3 children.
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