David Moeller joined Symphony Financial Ltd. Co., a registered investment advisor based in Houston, TX, in 2014. Symphony Financial specializes in assisting high-net-worth families with comprehensive financial management. As the Director of Investment Planning, David leads the department responsible for providing asset management strategies to the firm’s clients and advisors.
David holds a Bachelor of Business Administration in Finance from the McCoy School of Business at Texas State University. He began his career as a financial advisor in 2004 and has been involved in asset management since 2006. Since 2009, David has worked with LPL Financial-affiliated advisors, bringing a wealth of experience to his role at Symphony Financial.
David is a Certified Investment Management Analyst (CIMA), a designation he earned from The Wharton School of Business at the University of Pennsylvania. He is also a member of the Investment Management Consulting Association and the Financial Management Association.
Residing in Houston, TX, David enjoys his free time as an auto enthusiast, watching and participating in amateur racing events.