Head of Internal Operations – Montgomery
David Foster brings a personalized approach to the financial services industry. Finance is not only his passion, but an opportunity for him to make a difference in the lives of others. David recognizes it is a privilege to be your financial advisor, a quality you should require of your financial advisor. His integrity and devotion to put the client first shines through his individualized approach.
David holds both a Securities license and a Life Insurance license. He has worked in the service industry for over a decade and knows that the client’s trust is the foundation of achieving their financial goals. He understands that everyone’s situation is unique; it’s brought them to their present and shapes the future they strive for.
An Auburn, Alabama native, David received his Bachelor’s Degree in Actuarial Science and Mathematics from Auburn University. He later returned to the institution and earned a Master’s Degree in Finance. David is pleased to still reside in Auburn with his wife, Brianna, and their two dogs, Abby and Chance. Both enjoy cooking, taking the dogs to the park, and spending time with family.
He began his career in the financial industry in 2015 and became a member of the Legacy Advisory Group in October 2016. Serving as an independent financial advisor truly allows David to utilize a greater variety of resources and products to customize financial plans based on his client’s unique needs.
David and his associates believe each client deserves a personalized approach to their financial planning, which provides their family with an opportunity for financial security and a legacy for future generations.