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David A
ChFC®, Series 65
Bradenton, FL
Assurity Wealth Management
David Appleby is a financial advisor at Assurity Wealth Management in Bradenton, FL, holding the ChFC® designation and Series 65 license with 18 years of industry experience. He has been involved with Beesure Wealth Management, Inc. since 2007 and serves as president of Beesure Services, Inc., a tax and insurance services company. Appleby also leads Appex Investment Group, Inc., a real estate holding company. Assurity Wealth Management provides discretionary portfolio management, oversight of third-party managed accounts, and financial planning services to individuals, trusts, and estates. The firm employs a primarily long-term, fundamental investment approach complemented by technical indicators, strategic asset allocation, and ongoing portfolio monitoring tailored to client objectives and risk tolerance.
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