David F. Boothe

David F. Boothe

President, Financial Advisor

Phone: 302-734-7526 (PLAN)
E-mail:
 

David is the President of B.I.G. Investment Services. He got his start in financial services through the life insurance industry in 1993 and has been serving individual investors as a full service financial advisor for over 15 years. He currently holds and maintains security registrations for series 63, 65, 7, 9 and 10 and is also licensed as a Life and Health insurance representative. Committed to remaining a student of his profession, he has attended numerous continuing education courses throughout the years including Stanford Graduate School of Business, Executive Education Program.

When it comes to money management, David feels that people care much more about their losses than they do their gains. This belief has molded his investment philosophy and planning approach throughout the years. David is a Fundamental Choice Portfolio Manager through Wells Fargo Advisors Financial Network, LLC. Fundamental Choice is a discretionary management program in which he manages his own custom models using various investments.* In an effort to maintain efficiency and scalability, he has created 6 models that he believes are appropriate for different risk tolerances, tax considerations, income needs and growth objectives. In addition to the Fundamental Choice platform, David also helps individual investors via traditional non-discretionary investment strategies where needed.

In addition to managing his practice, David has a long history in the in the community. He has served on the boards of the American Heart Association, Salvation Army, The Delaware Family Policy Council and as President of the Dover Downtown Rotary. He is currently active in Rotary, The Central Delaware Chamber of Commerce and works as a bi-vocational pastor for Broadway Baptist Church.

He enjoys spending time with his wife Lisa and their 6 children, Samantha, Chelsea, Jacqueline, Leah, Brian and Riley. If you don't find him at the office or at church, you will likely find him on the water with a fishing rod in his hand, hunting in the woods, working on their hobby farm, going for an early morning run or working on something in the garage….. showing diversity in both the portfolios he manages as well as his life's interests.

*The Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.