David Plasse
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Dave works with individuals and families to develop retirement strategies and manage assets with a long-term perspective. His practice focuses on helping clients align their financial resources with evolving life goals and legacy planning priorities.
Relationships drive Dave’s approach to planning. He leads discussions that emphasize understanding each client’s objectives, adapts strategies as circumstances change and maintains a steady focus on long-term outcomes. Collaboration and consistent communication remain central to every engagement.
Dave earned a bachelor’s degree from the University of Maryland and holds Series 7 and 66 licenses along with life, health and long-term care insurance licenses. His career includes experience with Truist Investment Services and more than a decade as a financial advisor with LPL Financial and Wilmington Advisors.
Discipline and commitment define Dave’s advisory style. He approaches retirement planning, asset management and ongoing guidance with attention to detail and a focus on helping clients navigate financial decisions with clarity and purpose.
Originally from Columbia, Maryland, Dave continues to reside there with his wife, Sarah. He has four children, Parker, Lila, Katie and Ally. Outside of work, he enjoys hiking, reading and spending time with family and friends, along with following the Washington Commanders, Baltimore Orioles and Washington Spirit.
Expertise
- Retirement Planning
- Asset Management
- Financial Advisory
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