David J. Schwartz, Financial Advisor and Founder

"We understand the importance of utilizing industry professionals to implement and create innovative wealth management strategies to deliver exceptional care and attention to our clients’ needs."

When David started his career in the financial industry in 2005, he never forgot his humble beginnings which forged his strong work ethics and character. He ran a paper route at age 12, worked in a steel foundry at age 17, served his country honorably for eight years in the United States Air Force, worked his way through college as a dealer in the casinos and earned a Bachelor of Science in Business Administration from Christian Brothers University. Many of the people he met along the way struggled financially. This was the motivational factor which created a strong desire to make a definable difference in each and every client’s financial life. He had a passionate drive to help people attain their financial goals, and by using a little common sense help them to live the lifestyle they’ve dreamed of.

In 2005, David became a financial advisor at Edward Jones. During his time there, he came to understand the importance of acting as his clients’ advocate and consistently exceeded their expectations. He also realized, by not being able to offer truly independent investment holdings, he was not doing all he could for them. In 2011, he became the founding member of Champion Wealth Management, offering securities and advisory services through LPL Financial, the nation’s largest independent broker/dealer.*

David is a financial professional and holds Series 7, 63, 66 registrations with LPL Financial and a Life & Health insurance license. David is also an active volunteer at Colonial Hills Church, a baseball coach and member of the Chamber of Commerce.

In his free time, David enjoys spending time with his son Donovan, playing chess, golfing with friends at Hernando Hills and getting in a little fishing.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2017



About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

    • Enabling technology
    • Comprehensive clearing and compliance services
    • Practice management programs and training
    • Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients financial needs. They do so by using the firms tools and resources that help them discover their clients priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com  

*As reported in Financial Planning Magazine, 1996-2017, based on total revenue.

LPL Financial’s Corporate Headquarters:

San Diego Office

 

Boston Office

 

Charlotte Office