As a Financial Consultant and Vice President of Private Client Services, David Antelo has dedicated himself to providing clients with a personalized, dynamic approach to not only establish, but achieve their financial expectations. Historical market events have taught us that it is important to be prepared in an ever-changing investment environment. That which is proven to produce results in the past is not guaranteed to do so in the future. Overcoming obstacles in today�s financial markets requires a focused, effective, and disciplined approach. With over 10 years of experience at Ladenburg Thalmann & Co. Inc., David possesses the knowledge and experience required to navigate the currents of today�s equity markets. David prides himself on finding efficient strategies designed to meet clients� financial goals. He understands that each client will have unique needs and focuses on trust being the intangible bond that allows his clients to know that their needs come first. David graduated from the University of Notre Dame, with majors in Pre-Med and Psychology and a minor in Business Administration. He grew up in New York where he attended Chaminade High School. Throughout his academic career, his accomplishments included being on the Dean�s list 4 years, co-captain of the football team, and a member of the chess and lacrosse teams. David believes that a great Financial Consultant not only listens well, but also possesses the ability to accurately and clearly communicate with clients. David is also well-traveled having visited over 30 countries. He speaks several languages, including Spanish and German and has extensive contacts abroad. He holds the Series 7, 63, and 66 securities licenses and is registered in most states throughout the county.
|