David Price

Financial Advisor

Phone: (502) 420-9912
Fax: (502) 420-9913
E-mail: dprice@ccmresource.com

Joined Commonwealth Capital Management in 2004. Prior to joining CCM, David was an advisor with Waddell & Reed Financial Services. He has a diverse background in finance, including several corporate controller and financial analyst positions in the manufacturing and financial service industries. This "hands on" business experience, gained over more than 20 years, equips him well to provide effective leadership as a financial representative to his clients.

David particularly enjoys working with clients to help them identify and prioritize their personal or business financial goals, which is one of the first steps toward developing an effective financial plan. Other areas that David will provide analysis, evaluation and strategies to achieve financial goals include risk management (insurances), retirement and investment planning, and tax and estate planning.

David has a B.S. in Business from the University of Louisville. He received the designation of CFP® Professional in November of 2001 from the College of Financial Planning. David and his wife of 21 years (Lori) enjoy playing tennis, golf, working out at their local YMCA and cheering for their daughter’s sports teams.

Neither Walnut Street Securities nor its representatives offer tax or legal advice.  Please consult your tax advisor or attorney for guidance.