David Draper, JD

David Draper, JD

Senior Associate

Creative Financial Group
100-P West Rockland Road
Montchanin, DE 19710

Phone: (302)993-1267
Fax: (302)429-1999
Mobile Phone: (302) 373-5280
E-mail:


Educational Background

  • Widener University School of Law
  • University of Delaware
  • Registered Representative, New England Securities
  • Member – NAIFA
  • Series 7, 6, 63
  • Member - PA, NJ, DC Bar


Professional Background

  • 1992-1996 Patent Liaison Group – DuPont Company
  • 1996-2004 Rockwell Associates in Wilmington, DE.    
    • Specializing in insurance and investment planning for individuals and small businesses.
  • 2004-Present – Senior Associate – Creative Financial Group, Wilmington, DE.  Provide investment knowledge to clients of Creative Financial Group as part of overall financial strategies

 

Professional Services

  • Retirement Planning Strategies
  • Qualified (IRA, 401k, 403b) & Non-Qualified Programs
  • Family Legacy Planning
  • Business Succession & Estate Planning Programs
  • Personal Financial Planning Strategies
  • Wealth Accumulation Strategies
  • Life Insurance, Disability Insurance, and Long Term Care ¨Insurance Strategies
  • College Education Funding Strategies
  • Executive Compensation Plans