David A. Troy, AAMS®, CRPS®, CRPC®*
Vice President, Financial Advisor
David Troy was inspired to become a financial advisor because of his desire to help people and his interest in the financial services industry. Using his experience, he has built strong relationships with multiple generations of families by helping them navigate their finances. Clients are David's priority, which inspired him to launch Troy Wealth Management in 2024. He is excited about the independence and ownership that will allow him to better serve his clients.
David takes a comprehensive and holistic approach in wealth management. He approaches his client relationships as partnerships where he provides ideas, alternatives, and suggestions, but ultimately hopes they feel empowered to lead their journey with his support.
David has a passion for learning. He received his degree in Politics and Government with a minor in History, Art, and Women’s Studies from Ripon College. David holds the Accredited Asset Management Specialist (AAMS®), Chartered Retirement Plans Specialist (CRPS®), and Chartered Retirement Plan Counselor (CRPC®) designations*. He also holds his Series 7 and 66 licenses with LPL Financial.
While David grew up in Wellesley, MA, he now resides in Wethersfield CT. David believes in the importance of community and is a TIDE Cancer Foundation Board Member.
Outside of the office, he enjoys a variety of activities, such as hiking, swimming, vegetable gardening, reading, and spending time with his wife and children. David is a past Jeopardy! Champion and a MENSA member.
*CRPC and the CRPS are conferred by the College for Financial Planning.