David is the Vice President of the JD Bowen Financial Group and a Registered Representative of LPL Financial. He holds over 15 years of experience in finance and currently holds his Series 66 and Series 7 License with LPL Financial, Florida Insurance License, and is a CERTIFIED FINANCIAL PLANNER ™ Professional.

David earned his Certificate in Financial Planning from the Florida State University. Prior to that, he earned his bachelor’s degree from the Florida Institute of Technology and has experience in building wealth, cash flow and debt management, retirement planning, estate planning strategies, investments, risk and insurance including Long Term Care, and tax planning strategies. David provides comprehensive financial planning and wealth management for multi-generations and also works with small business owners for wealth creation and preservation as well as 401k/retirement plan implementation and management. He also specializes in social security planning and claiming strategies. In addition to comprehensive financial planning and wealth management, David assists individuals with disabilities and their families with the unique financial challenges presented by living with a disability or having a child with a disability.

David is an active member of the Rotary Club of Indialantic where he participates in and supports many community non-profit organizations. He and his wife Karie have four children and are longtime residents of Indialantic. In his spare time, David enjoys kayaking, downhill skiing, sports, travel, and spending time with his family.

Firm Description

The JD Bowen Financial Group provides thoughtful, independent wealth management advice and comprehensive financial planning services to select individuals and families. Our holistic approach to financial planning and wealth management ensures that all aspects of your financial life are properly reviewed. For each client our mission is to provide sound advice and create financial stability and security for your family as well as simplification of your planning and investment process, allowing you to spend time on the things you enjoy in life.

What sets us apart from other firms? We take pride in providing an exceptionally high level of personal service as well as client accessibility to our advisors.  *Our affiliation with the nation’s largest independent broker/dealer, LPL Financial, affords us the opportunity to serve each client according to their own unique circumstance.

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