Wilson David T Financial Strategies

Specialties

Financial Planning

History

Established in 1979.

David joins Matson Financial Advisors as the manager of the Litchfield office. As a financial advisor since 1979, David is well qualified to speak to his clients about retirement planning, Section 529 college funding, business buy/​sell planning, and church endowments.

David studied Business Administration at Northwestern Connecticut Community College. Among his professional affiliations are memberships in the National Association of Insurance and Financial Advisors, Financial Planners Association and Society of Financial Services Professionals. He has also received several prestigious honors and awards, including annual National Quality Awards and Million Dollar Round Table membership. David is a Registered Representative of Walnut Street Securities, Inc.