James David is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 21 years of industry experience, including 14 years at David Wealth Management, LLC, and has been with Focus Partners Wealth since 2025. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, blending fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Cornelius David is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been associated with David Wealth Management, LLC since 2020 and is involved in education as an academic coach with Private Prep. Additionally, he performs as an opera singer at the John F. Kennedy Center for the Performing Arts during part of the year. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services with an investment approach that blends fundamental and quantitative analysis alongside extensive affiliated product relationships.