David Maurice (CFP®)

David Maurice focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

NAPFA Start Date

May 13, 2019

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This Office

508 Princeton Rd Ste 301 Johnson City, TN 37601-2064 Phone: (423) 610-0099

Other Offices

2030 W State Route 89A Ste B2/B Sedona, AZ 86336-5408 Phone: (423) 610-0099