David A. Borden
Managing Partner, Financial Consultant
is CCR Wealth’s managing partner
prefers the summer
holds Series 7, 63, 65 securities registrations
enjoys travelling with his wife and two daughters
supports non-profits with his 20+ years of wealth management expertise
David joined CCR Wealth Management in 2000, and his leadership has been instrumental in its growth from a two-person start up to a full service wealth advisory team with more than 20 team members. David works with his colleagues at CCR to promote a client-focused, team environment in which team members find extensive growth opportunities and support each other – benefiting both the CCR clients and team members.
In addition to leading the CCR team, David is a trusted advisor to high net worth individuals, integrating all aspects of their finances including financial planning, investment management, estate planning, retirement plans and insurance strategies.
David earned his Bachelor of Science degree in Finance and Marketing from the University of Maryland, and is an Investment Advisor Representative, holding Series 7, 63 and 65 securities registrations, and life and health insurance licenses. Before joining CCR, David worked closely with individual families and money management firms as an advisor at Morgan Stanley in Washington, D.C. He also priced new issue bonds while working as a financial analyst with Freddie Mac.
In addition to managing CCR, David is the head of the firm’s Client Services and Financial Planning committees. He is passionate about using his skills in financial services to help charitable organizations, and is a member of CCR’s Charity & Community Responsibility committee. David’s commitment to supporting various local non-profits can be seen on the walls of CCR's headquarters, where artwork created by Artists for Humanity are on display.