Dave Alves

Dave is a seasoned financial professional with over 16 years of experience in the financial services industry. Throughout his career, Dave has consistently demonstrated his proficiency in providing comprehensive solutions to clients, leveraging his creativity and in‐depth understanding of the intricacies of the financial system. He has collaborated with stakeholders across all departments of financial institutions, gaining a thorough insight into the inner workings of these institutions and the regulatory landscape that governs them.

Dave holds the FINRA series 4, 7, 24, 53 & 66, as well as the Life, Accident & Health Insurance licenses. Outside of his professional pursuits, Dave resides in Southern New Hampshire with his wife, Jennifer, and their son Colby. In addition to his passion for coding and analyzing investments, Dave finds joy in spending time with his family, including traveling, hiking, and swimming.