Our Financial Professionals
*David Bennett, MBA
David’s decision to join Grace Advisory was formed by his desire to help change people’s life with comprehensive financial planning.
Dave first entered financial services as a Process Improvement Project Manager for an auto insurance carrier in Miami. In addition to his licenses and certifications as a Financial Advisor, he is also a certified Project Management Professional and All-Lines Insurance Adjuster.
Prior to graduating with an MBA at the University of Texas at Austin, Dave attended the U.S. Naval Academy in Annapolis, followed by six years as a commissioned officer in the U.S. Marine Corps. He served in a variety of capacities with the operating forces stateside and in Afghanistan and with the Embassy Security Group in Germany.
Dave grew up in central New Jersey, the middle of 3 children. He played soccer and lacrosse, lifeguarded during summers, and volunteered with the local fire department. He lives in Fort Myers, where he enjoys playing beach volleyball, exercising, and generally enjoying the Southwest Florida weather.
About his decision to work with Grace Advisory, Dave said, “While studying for my MBA, I came to realize how inadequately the U.S. education system prepares people for the challenges of personal finance. This challenge is compounded by the significant impact of finance on just about every major life decision. I’d like to help changing that.”
*Investment Advisory Services offered through Grace Capital Management Group, LLC, a Registered Investment Adviser.
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