David Valley
Client Service Associate
Outside of work, David loves sports, hiking, and spending time with family, friends, and his two lively Pomeranians, Chubie and Diego. He is also an avid traveler, having visited 10 countries already, with a lifetime goal of reaching 40. Each year he travels to the Dominican Republic to visit family, and he is fluent in Spanish.
Fun fact: David is a diehard Red Sox fan, has attended every type of playoff series, and has even gone skydiving.
David began his career as a bank teller at TD Bank, where he quickly advanced through multiple roles before transitioning into wealth management. He now delivers concierge-level client service while pursuing his ultimate goal of becoming a CERTIFIED FINANCIAL PLANNER™ professional.
David earned his B.S. in Finance from UMass Lowell and holds FINRA Series 7, Series 6, and SIE licenses, along with Life and Health insurance licenses.
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