David K. Teas CFA, CFP®

Wealth Manager

David is a Wealth Manager at Heritage Investment Group and joined the firm in 2011. David is a CFA charterholder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Iowa State University with a bachelor’s degree in finance. He is a member of the CFA Institute, and the CFA Society of South Florida. Prior to joining Heritage, David spent eight years at Wetherby Asset Management, an investment firm in San Francisco, where he managed portfolios for high-net-worth clients. At Heritage, David’s scope of responsibilities includes client portfolio management and retirement planning, as well as project management. David and his wife Courtney live in Parkland and enjoy spending time with their two children.

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