About David
I grew up just outside of Cleveland, Ohio before I moved to Florida and met my wife, Brandy, who was born and raised here. We have been married for over 12 years and have two children, Kaela and Austin, who are now both in school.
I started working at Amuni Financial on June 1, 2015. There is a team atmosphere here at Amuni which helps us better serve and meet the needs of our clients. In addition, having the ability to build custom portfolios helps set us apart from other firms as each individual has their own investment goals and risk tolerance. This flexibility has led to great results for our clients and is something they’ve come to appreciate over the years.
I came to Amuni from Waddell & Reed where I also worked as a financial advisor for over two years. Before that, I worked as an accountant for eight years for three different companies.
I have served on the Sports Club of Tampa Bay Board of Directors for the last five years where we support youth participation in sports. I’m also on the Board of Directors of my HOA and recently became a member of the Elks Lodge.
Whenever we have free time, we enjoy boating with friends, swimming at the pool, and going to concerts. We also love traveling together to see new places and enjoy some downtime.
I attended college at the University of South Florida where I earned my bachelor’s degree in finance.
ABOUT DAVID
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CONTACT INFORMATION
advice@amuni.com
(727) 825 – 0522
(800) 868 – 6864
LICENSES
Series 7
Series 66
Please refer to FINRA’s Broker/Check to see the most updated list of states in which David Polkinghorn is registered.
