As a Wealth Advisor, David will provide comprehensive wealth planning strategies.
ATLANTA, GA, July 30, 2019 /Neptune100/ — GENCapital, a wealth management firm, is proud to announce the addition of David Sweeney to its expanding team. David has over 20 years of experience in Corporate Financial Planning and Analysis, Project Management, Sales, Deal Structuring and Financing in the Information Technology Industries, primarily at IBM and its financing arm, IBM Credit Corporation, LLC. As a Wealth Advisor, David will provide comprehensive wealth planning strategies, including investment management, retirement planning strategies, education planning, insurance and risk management, and estate planning to name a few.
David is a graduate of the University of Pennsylvania, earning a dual degree major with a BA in Economics and Political Science and was commissioned as an Officer in the United States Navy from the NROTC program there. He served aboard USS Comstock (LSD-45) during Operation Desert Storm and subsequently attained an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Plus, David has completed the rigorous academic coursework requirements and successfully passed the board exam for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
“We are thrilled to welcome David to GENCapital with his many professional experiences and history of positive client relationships,” said GENCapital Partner and Senior Investment Advisor Andy Murphy. “We look forward to his immediate contributions as the firm continues to foster our partnerships with new and longtime clients.”
Sweeney joins GENCapital’s rapidly growing team of professionals committed to providing objective, transparent, and knowledgeable guidance consistent with the highest fiduciary standards and practices. The wealth management firm is advice-based and client-centric, assisting clients with portfolio management, banking transactions, business growth, retirement planning, trust advisory, and many other wealth management considerations. GENCapital’s Investment Advisory services are offered through Main Street Financial Solutions, LLC, a federally Registered Investment Advisor based in the Northeast.
For more information and the latest on GENCapital, visit GENCapital.com, connect with GENCapital on LinkedIn and Facebook, or call (404) 891-6970.
ABOUT GENCAPITAL
GENCapital is a wealth management firm offering investment management, financial planning and business advisory services for individuals, families and organizations. With a concierge approach, extensive resources and generations of experience, we go beyond traditional investment strategies and partner with you to deliver a plan customized to your goals. Based in Atlanta, Georgia, our team of qualified and reliable professionals is committed to developing long-term relationships and building your wealth for generations.
For more information, visit GENCapital.com.
