David Walden is a CERTIFIED FINANCIAL PLANNER™ professional with Raymond James Financial Services Inc, and Wilson Bank & Trust. David has been with Wilson Bank Investment Services since February 2000. Prior to his service with Raymond James, he attended Western Kentucky University where he graduated Summa Cum Laude with a bachelor’s degree in finance and an emphasis in personal financial planning.
David works with his clients to develop long-term goals and then put together strategies to help meet those goals. David uses many different tools and resources to explain different financial concepts to help the customer understand what the risks and rewards of the different options available in investments and other financial planning topics.
David is also very involved in the community. He is a member of the Financial Planning Association of Middle Tennessee, Junior Achievement, Big Brothers, Lebanon Cumberland Presbyterian Church., Chamber of Commerce Sports Council, and Board of Directors with the Chamber of Commerce.
David truly believes in the value of an advisor and the value of objective advice. He enjoys the education process of informing people of their alternatives and helping them decide which one is best for their situation. Investing and Financial Planning has some of the most conflicting information in the news today and he believes that a true advisor has never become more valuable. He sincerely want to see his customers succeed and he want to develop a relationship that will span much more than just a retirement account but will extend in giving them the confidence and understanding of where they are and where they want to go.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individual who successfully complete CFP Board's initial and ongoing certification requirements.