Financial Advisor – Auburn Branch
David Foster brings a personalized approach to the financial services industry. He began his career as a financial professional in 2015 and is distinctively experienced with assisting education professionals, proprietors, and individuals with retirement, estate, and investment ambitions.
He became a member of the Legacy Advisory Group in October 2016 and is dedicated to providing financial products and consulting for his clients. Serving as an independent financial representative allows David to utilize a greater variety of resources and products to customize financial plans based on his client’s unique needs.
Possessing his Series 6, Series 63 , Series 65 and Series 7 Securities License, as well and his Life Insurance License, David can provide financial services for clients in Alabama, Florida, Georgia, Michigan, North Carolina, and Texas. He is equipped with a comprehensive knowledge of industry tools, services, and best practices and has worked with many school systems across Alabama.
David is passionate about helping others and making a difference in their lives. He worked in the hospitality industry for over a decade and benefits personally and professionally today from his experience in customer service. He offers diligence and integrity to assist his clients with possibilities based on the client’s individual circumstances and future objectives.
David is an Auburn, AL native and received his Bachelor’s degree in Actuarial Science and Mathematics and Master’s in Finance from Auburn University. David is pleased to still reside in Auburn with his wife, Brianna, their son, Cullen and their dog, Chance. Together they enjoy cooking, enjoying the outdoors, and spending time with family.
Understanding how the Teacher Retirement System works (video) – https://bit.ly/3JHKOl0