Skip to main content

David Carruth

Wealth Management Advisor

Get to know David

With nearly 21 years in the financial services industry, I am passionate about helping individuals and families work toward their financial goals. I believe that being a good listener is essential to understanding each client’s unique needs and challenges. I genuinely enjoy getting to know people and learning what matters most to them. My approach is centered on finding personalized strategies that align with your values and aspirations.

Outside of work, I am deeply committed to my family. My wife and I have been happily married for nearly 20 years, and we’re proud parents to three wonderful children. As a family, we love spending quality time together—whether that’s skiing in the winter, riding bikes in the warmer months, or enjoying cozy movie nights at home (always with plenty of popcorn). We also share a passion for travel and have had the joy of exploring Europe many times, as well as memorable adventures in Morocco and Turkey.

Experiencing new places and cultures together is something we truly cherish. I also have a lifelong love of music. Whether I’m playing guitar (fairly poorly), discovering new artists, or simply soaking in the sound, music continues to be a source of inspiration and joy in my life.

I understand the importance of work-life balance and the meaningful role that family and personal fulfillment play in achieving long-term success. Let’s work together to build a solid financial foundation that supports your dreams—and the dreams of the ones you love.

Let’s get started on your custom financial plan!