David Carr

Investment Specialist

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-5930
Fax: (610)356-2710
E-mail: dcarr@cfg.nef.com

David S. Carr, CPA, MBA

Investment Specialist
 

David Carr is a senior member of the CFG Wealth Advisory Group. His practice focuses on helping individuals and retirement plan sponsors implement investment strategies that seek:

1. To reduce market risk,
2. To benefit from anticipated opportunities in the market, and
3. To deliver portfolio income to those investors approaching, or already living in retirement.

David’s professional experience is broad and includes lead roles in both his investment advisory practice and in corporate finance.

• Investment Specialist with CFG Wealth Advisory Group, since 2001.
• Previously held management positions in corporate finance at Deloitte & Touche, Verizon, and Vanguard.
• 22 years of industry experience.
• Villanova University — MBA Finance, BS Accounting