David S. Price, CFP®
David Price is a managing partner and co-founder of Navis Wealth Management. David is responsible for management oversight and strategy for all of the firm’s business lines, sourcing and implementing the company’s various growth strategies and new business initiatives. In addition to his executive management duties, he continues to work with a select group of clients.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) David enjoys building long-term relationships with multiple generations of families, serving as a reliable financial confidante and a go-to resource for a host of needs. He is an avid listener and is intimately familiar with the nuances of each family’s circumstances, directing outreach to help advance client priorities. David is skilled in multiple aspects of wealth management, bringing technical proficiency, an unwavering service ethic, and a broad professional network to each relationship.
David was exposed to the rigors of fiscal management at a young age when he was forced to assume financial responsibility for his family. This personal experience has equipped him with a unique view of the critical importance of financial planning and risk management and continues to fuel his passion for helping clients achieve their desired outcomes in growing, preserving, and transferring wealth effectively. Serving an accomplished clientele has provided David with first-hand knowledge of the pivot points and important decisions that significant wealth entails.
Prior to founding Navis, David was a financial planner and portfolio manager with Merrill Lynch Wealth Management in New York, where he worked with a select group of business owners, executives, entrepreneurs, and their family members. He previously served as a managing director of a New York-based multi-family office. Earlier, he served as an assistant vice president at M&T Bank.
David holds a B.S. in business and managerial economics from the State University of New York at New Paltz and completed Charles Schwab’s Executive Leadership Program hosted by faculty from several leading universities, including The Wharton School of Business, Harvard University, and the University of Michigan. He has served as a member of the National Association of Estate Planners and Councils and the Westchester Estate Planning Council.
David lives in Westchester, New York, with his wife Sara and their two daughters. In his free time, David enjoys Muay Thai boxing, tennis, biking, and golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.