David Scott Silver, CFP®, CLU®, CLTC®
Wealth Management Advisor


David S. Silver & Associates

Professional

David Silver began his career with the Network through an internship in 2004, and has been a driving force with Northwestern Mutual Greater Tampa Bay ever since. David earned a Bachelor of Science in Entrepreneurship from the University of Tampa and felt that his studies helped him understand the complex needs of small business owners. "In small businesses, the business is the key asset in any financial plan. Protecting, growing, managing and creating a key exit plan is the only way to ensure success. Most of the small business owners I work with have taken several steps to achieving this, but need an expert to come in and essentially become an Offensive and Defensive Coordinator." With that background and drive, he is able to develop long term relationships with his clients and help each and every one of them.

Recognition/Awards:

 

Financial Representative of the Year (2008, 2009, 2010)

FORUM (2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018)

The Northwestern Mutual Forum is given to those who have reached the highest level of excellence and represents the top segment in the company.

Tampa Bay Business Journal 30 Under 30 (2008)

This award recognizes 30 business leaders in the Tampa Bay Area who are on the fast track for success.

The Platinum Award (2009)

The Platinum Award recognizes the #1 Financial Representative in the Southern Region.

Top 5 Financial Security Award (2016)

Top 10 Mike Gish Award (2008)

The Mike Gish Award honors the a Financial Representative intern who, during his or her first 365 days as a full-time representative, who exemplifies hard work, education, and dedication to serving clients.


Designations/Certifications:

Dave has earned the following designations and certifications:

CFP®

CERTIFIED FINANCIAL PLANNER™

David Silver received his CFP® certification in 2012.

 

The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

 

CLU®

Chartered Life Underwriter

David Silver received his CLU® designation in 2011.

 

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck