• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

David Margulies

Senior Wealth Advisor Contact Me

David  is a Senior Wealth Advisor with over 30 years of investment management experience as a financial advisor with Merrill Lynch and Morgan Stanley. “My goal was to join a well-established, independent firm with a client-centered approach and culture that also had the capacity to provide my clients with an expansive range of investment options and opportunities. LMA’s culture and values are a perfect fit for me. Their focus on cultivating long-term client relationships matches the philosophy I have with my own clients.”

“This profession is not just about building great portfolios, it’s also about sharing the journey with wonderful people while helping them realize their goals, both financial and otherwise.”

One of the reasons I came to LMA is for their unique expertise on charitable giving strategies, which can offer clients additional tools for enhancing both their financial plans and benevolent giving interests.

David went to Annandale High School where he was captain of the chess team. He earned his B.A. in History and A.A. in Judaic Studies at Yeshiva University in New York City. He is married to his wife, Julia, and they have three grown children. David has a passion for Austrian economics as well as historical criticism and spends much of his free time reading up on both subjects.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group. 

 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

David  is a Senior Wealth Advisor with over 30 years of investment management experience as a financial advisor with Merrill Lynch and Morgan Stanley. “My goal was to join a well-established, independent firm with a client-centered approach and culture that also had the capacity to provide my clients with an expansive range of investment options and opportunities. LMA’s culture and values are a perfect fit for me. Their focus on cultivating long-term client relationships matches the philosophy I have with my own clients.”

“This profession is not just about building great portfolios, it’s also about sharing the journey with wonderful people while helping them realize their goals, both financial and otherwise.”

One of the reasons I came to LMA is for their unique expertise on charitable giving strategies, which can offer clients additional tools for enhancing both their financial plans and benevolent giving interests.

David went to Annandale High School where he was captain of the chess team. He earned his B.A. in History and A.A. in Judaic Studies at Yeshiva University in New York City. He is married to his wife, Julia, and they have three grown children. David has a passion for Austrian economics as well as historical criticism and spends much of his free time reading up on both subjects.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group.