Meet Michael
Michael is our Managing Director, Partner & Wealth Advisor. His career in the financial services industry started over 30 years ago as a commercial lender for the top financial services and banking firms in the business. He began his wealth management career in 1996 and founded his business based upon core values and a client centered approach to his relationships. Michael’s beliefs stem from his upbringing in the Texas Panhandle. He is passionate about his clients’ first approach centered by his burning desire to succeed for his clients. Michael exudes high energy and is committed to growing personally and professionally.
A graduate of Texas Tech with a bachelor’s degree in finance, Michael also has the AIF designation (Accredited Investment Fiduciary). He holds his FINRA Series 7, 24, 63, and 65 Securities Registrations. A Forbes Best-In-State Advisor (2024), Michael has worked to build his financial advisory firm into one of the foremost practices in the Southwest. Of all his business accomplishments, he is most proud of the firm’s stakeholders and their dedication to provide a superior client experience.
He and his wife, Kris, reside in Amarillo, Texas and have three wonderful children and a dog named Dex. He enjoys spending time with his family, golfing, flying, skiing, fly fishing, hunting and attending all sorts of sporting events.
Forbes Best-in-State Wealth Advisor: Awarded to Michael David (2024). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 44,990 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 4,926 in-person interviews at Advisor’s location, and 1,507 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
