David Wurf has been a financial consultant with his current broker-dealer, now Equitable Advisors, since 2003. In 2020, David joined the Watermark Capital Management team to help provide and implement target analysis and strategies for the group’s clients. With his experience using different planning tools, his role is to help convey complex information in a way to help clients better understand their investment and risk management situation in order to make better-informed decisions about their future.
David also advises clients on a wide range of services with an emphasis on investment and insurance planning for families and group benefit plans for business owners. He holds a FINRA Series 7, 66 and 24 securities registration and a Life, Health and Disability Income insurance license.
Prior to joining his current company in 2003, he spent 10 years with various firms helping to implement strategic marketing plans. David is a graduate of New York University’s Stern School of Business.
He resides in Dobbs Ferry, NY with his wife and two children where they are also actively involved with community programs. In his leisure time, he enjoys tennis, golf, and Sunday softball.