With over 25 years of experience in the financial services industry, David Rey helps families and small businesses work towards growing and preserving their wealth. As one of the original advisors at American Portfolios Financial Services, David personally creates a portfolio for each of his clients and has a dedicated team to constantly monitor their risk level and performance.
David will work closely with you to understand your specific financial needs and goals, time horizon, risk level, expectations, and investment preferences. He will then help you develop an integrated, personalized investment program designed to help you get to where you want to go. This involves a sophisticated investment process that leverages many institutional resources, authoritative research, and active portfolio management to build your optimal portfolio.
David is married with three children and resides on Long Island, NY. In his spare time, David enjoys bicycling, boating, and generally spending time with his family.