David Zane joins our team having over 30 years of experience in the financial services arena. He will be working with credit union members as a Financial Consultant. Through our affiliation with LPL Financial he will be offering a full array of personalized wealth management services across all retirement and investment areas.
Dave previously worked with PNC Investments for nearly 14 years and with RBC Wealth Management before that. Dave started his financial career at Bank of America in the credit and loan areas.
He is a graduate of The University of Delaware and holds FINRA licenses Series 7, 63, and 65, along with Life Insurance and Annuity licenses.
David will be partnering closely with local branch teams to support long-term financial wellness and build trusted relationships with credit union members and the community at large
Dave has a lot of experience working with retirees and pre-retirees to help them arrange their investments and finances to help them reduce some of the stresses that come with a myriad of issues which are part of the transition from work life to a comfortable retirement.
In his spare time, David enjoys family moments with his wife and exploring the Delmarva region with their mini-Aussi Sheppard Arlo.