David Stokes, CFP®

For more than three decades, David and his team have been providing disciplined financial and investment advice to individuals, families and institutions and built a billion dollar investment advisory firm.

He earned his Bachelors degree in Business from the Tulane University A.B. Freeman School of Business and his MBA from Loyola University of the South.

David lives in New Orleans with his wife Nancy and also has a home in Whitefish, Montana. They are proud grandparents to their growing family.

David enjoys Golf and mountain biking. He is a proud inductee in both the Tulane University and Archbishop Rummel Athletic Hall of Fame.