Dave’s journey in financial planning is deeply rooted in a lifetime of leadership, service,
and strategic experience. A graduate of The University of North Carolina at Charlotte, Dave
spent years in collegiate athletics administration before making the pivotal decision to join
Consolidated Planning—a firm that had profoundly impacted his own financial future.
What started as curiosity quickly evolved into a passion, and he embraced his new role as
an account executive with dedication and drive.
For seven years, Dave sharpened his skills as a financial advisor, earning multiple
qualifications for The Guardian Leaders Club and further deepening his experience. His
keen interest in investments proved to be a defining factor in his career development. After
taking a three-year sabbatical to serve a Methodist Mission in the coalfields of West
Virginia, he returned to Consolidated Planning as the company’s manager of investment
sales. Under his leadership, Dave drove meaningful growth for the firm’s investment
portfolio.
Dave transitioned back to private practice within the Consolidated Planning framework,
teaming up with Jeff Howard to design, build, and monitor client investment portfolios.
Together, they have consistently ranked among the top producers nationwide, an
achievement that speaks to Dave’s unwavering commitment to client success. He holds
the Chartered Financial Consultant® (ChFC®) designation along with Series 7, 63, 65, and
24 FINRA registrations.
Beyond his professional life, Dave finds fulfillment in his home near Lake Norman, where
he embraces the joys of family and personal interests. He is the proud father of David Ross
Jr., an award-winning photojournalist and National Photojournalist of the Year; Jessica, a
talented hair stylist with whom he shares a passion for horseback riding; and Shane, who is
embarking on his own professional journey. Outside of work, Dave enjoys horseback riding,
woodworking, shag dancing, and the rich sounds of bluegrass music—a reflection of his
appreciation for craftsmanship, tradition, and the beauty of life’s simple pleasures.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Securities products and advisory services offered through PAS, member FINRA, SIPC.
STRATEGIS and Consolidated Planning is not an affiliate or subsidiary of PAS. This firm is
an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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