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Our Process

about

Though we draw from a wealth of expertise and resources, our process is quite straightforward. A conversation about your goals begins a successful professional partnership. We will conduct a thorough analysis of your current financial situation taking a careful look at where you are today and where you hope to be – what you plan to accomplish.

Next we will discuss personalized recommendations designed specifically for you. We are prepared to implement much of your plan acting on your behalf as your investment advisor representative. Additionally, some of your plan recommendations may involve partnering with other trusted professionals such as an attorney, insurance agent or tax professional.

With the implementation of your plan underway, we will meet with you periodically to review the progress being made toward your goals, making appropriate adjustments based on your developing plan.

 

M. David Gracy Jr., CFP®

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A native of Gainesville, FL, David is proud to maintain his office and residence there. As an independent financial advisor he enjoys the capability to offer personalized recommendations focusing solely on the needs of each individual client without bias toward a certain investment or financial product. Since returning to Gainesville in 2001, David has assumed an active role in the community, providing service with several professional and civic organizations. Most of his free time is spent outdoors with his wife, Megan, and their son.

 

 

Education, Professional Designations

Elon University – B.A., Psychology 1995
Certified Financial Planner™ (CFP®)
Chartered Life Underwriter (CLU)

Professional and Civic Organizations

Rotary Clubs of Gainesville Foundation

  • Past President
  • Board of Directors

North Central Florida Estate Planning Council

  • Past President
  • Board of Directors

National Association of Insurance and Financial Advisors, Gainesville

  • Past President
  • Board of Directors

Community Foundation of North Central Florida

  • Professional Advisory Counsel

Leadership Gainesville

  • Alumni