David Walker has been a partner at Insight Alliance since 2013, and previously worked with Merrill Lynch in Nashville. He heads the dentist/physician services division of the practice.
David enjoys working with a diverse group of clients which include entrepreneurs, medical and entertainment professionals, executives, and retirees. His favorite part about what he does is the Impact he gets to make in the lives of the families and businesses he serves.
He is inspired by the positive and creative nature of his co-workers and clients and really enjoys being in an environment that is supportive of this spirit. Professionally, he regularly travels throughout the southeast speaking to dental student/resident programs on financial education for young doctors.
In 2023, David earned the Certified Exit Planning Advisor designation to enhance his knowledge around helping business owners protect, grow, and eventually transition their most prized asset.
David also proudly played for the U.S. Revolution (The United States Australian Rules Football National Team) from 2004 to 2008. He has represented America in numerous matches in the U.S., Canada, and Australia.
He has been married to his wife, Jesse, since 2008 and they have two awesome daughters, Sophie and Gracie. In his free time, he enjoys spending time with his girls, golfing, hiking, and traveling.
Please schedule an initial phone call by using my Bookings link. That 15 minute phone call will allow us to discuss at a high level what you are looking for in a financial advisor. We will also discuss how we plan and work with clients and determine if an in-person or web meeting is appropriate. There are no financial documents or details required for that call and your privacy will be maintained. I look forward to connecting with you!
Offers Investment Management
Yes
About Insight Alliance
Insight Alliance is a comprehensive financial services firm located in Brentwood, Tennessee. We are committed to understanding and appreciating clients’ true values and are dedicated to assisting them in achieving their objectives.
Insight Alliance specializes in providing financial strategies to families and business owners. The experienced professionals of Insight Alliance offer strategies in the areas of:
For more information about our firm please visit www.InsightAlliance.com or call 615-902-3643
David Walker, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road Atlanta, GA 30342. 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a direct, wholly-owned subsidiary of Guardian. Insight Alliance is not an affiliate or subsidiary of PAS or Guardian. AR insurance license #16343382. 2024-172917 Exp 4/26
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