David T. Georgiev, MBA
Managing Partner | Financial Advisor
Office: (585) 484-1400
Cell: (585) 301-3380
Toll Free: (800) 480-1580
In The Office
David is a Managing Partner and Wealth Manager of the Firm. David’s education began at the University of Buffalo, earning a Bachelor of Arts degree in Communication with a concentration in Public Relations and Advertising. After graduating from Buffalo, David went into the financial world working for M&T Bank and then M&T Securities as a financial Consultant for over 11 years. While working full-time at M&T, David obtained his Master in Business Administration at St. John Fisher College in 2008. Although established in Rochester, he served across multiple demographics in upstate New York including Syracuse and the Corning market.
David’s passion in life is helping people. He thoroughly enjoys working with customers to help develop and implement investment planning strategies. Whether you are planning a retirement strategy or working on estate planning, David works side by side with you to make sure every facet of the plan is complete.
When Out of the Office
Helping people is what David tries to do. As a Volunteer Firefighter in Brockport, A volunteer at church and also helping dreams come true at The Make-A-Wish Foundation, David truly cares about lifting up and helping others.
This is largely due to his faith and belief in God as the center of David's life. Being an active servant at Calvary Chapel in Spencerport is a responsibility that David holds dear to his heart, holding on to the value that Jesus is the center of his family. In 2019, He also Co-Founded Guardians of Hope, a Charitable Foundation that helps those around the world in need of basic life necessities. Currently focused in Zambia, Africa, David and The Guardians of Hope are focused on providing clean drinking water for remote villages as well as providing homes and families for orphaned children.
Married with three children, David always makes sure he reserves time for the most important part of his life, his family.
Get to Know Dave Through Recent Photos