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David H
Series 65, Series 63
Westfield, IN
Hamilton Wealth, LLC
David Hamilton Jr. is the sole advisor at Hamilton Wealth, LLC in Westfield, IN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Services LLC. Before entering financial services, he worked at NEXT Sports and Rowe and Hamilton. Hamilton Wealth provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, and business entities. The firm combines pension consulting with individual portfolio management, using fundamental and cyclical analysis alongside long- and short-term investment strategies tailored to client goals and risk tolerances.
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