Wealth Management Advisor
David Cottrell’s entrepreneurial spirit started to develop as soon as he was tall enough to push a mower. It evolved into the financial realm while attending Oklahoma State University, resulting in the creation of his first independent advisory business during his senior year of school.
Throughout the years David developed a soft spot for business owners and entrepreneurs. Having owned a handful of businesses helps him understand the unique opportunities and pressures that entrepreneurs face on a daily basis.
Life doesn’t consist of a straight line directly to retirement. It takes us around curves, over mountains and sometimes through storms to get to our destination. Because of this there isn’t a magic product or a one-time solution to overcome the obstacles of “life happening”. It takes a vision, proactive planning and a dedicated team to make it happen.
In creating a plan, one must first get organized to understand the situation and add clarity. Clarity helps ensure we strive in the right direction, adding to the probability of success. David believes this should be a requirement to move forward, without this process one would be sold, not advised.
Outside of the office, David can be found near the water enjoying family time with his wife, Katrina, and their 2 children.
He holds securities licenses 7, 63, and 66, as well as life, accident and health insurance. Registered Representative & Wealth Management Advisor of Park Avenue Securities, Financial Representative of Guardian.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4200 W CYPRESS STREET, SUITE 700, TAMPA FL, 33607, 813-2893632. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Westshore Financial Group Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0N12285.