David Richards

Senior Advisor, Wealth Management


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David Richards, CFP®, is a Senior Wealth Advisor for Generational Wealth Advisors. He holds the designation of CERTIFIED FINANCIAL PLANNER™ with more than 27 years of experience in investment management, product development, marketing and education in the financial services industry.

David specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees. David works closely with clients to develop and coordinate the financial, investment, tax, and estate planning aspects of their lives.

David has a Master in Business Administration from the University of Florida. He is a former member of the National Guard where he retired after 21 years as a C-130 Aircraft Commander. He is also a pilot with American Airlines having flown there for more than 29 years. David and his wife Melissa live in Frisco, Texas with their two children. He is very active in his local community and church. In his spare time David enjoys flying, golf and travel.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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M and A Advisor award

Investment Banking Firm of the Year 3 years running

Thomson Reuters award
Inc 500 award

We are leaders in M&A Over 50 awards, and counting

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