David R. Lemoine, Jr., Wealth Manager

David R Lemoine, Jr. joined Wealth Preservation Partners, LLC in 2009, after starting his career with Waddell & Reed in Hartford. He brings 14 years of management, marketing and sales experience to the firm.

David received an MDiv from Samford University and a BS in Psychology and Business from Palm Beach Atlantic University. He is currently a member of the Metro Hartford Alliance, Simsbury Chamber of Commerce and Colonial Point Christian Church. David is a strong supporter of the Heath Evans Foundation which is dedicated to fostering hope and healing in the lives of children and families affected by sexual abuse.

David specializes in charitable planning and the investment management of charitable trusts, funds and endowments. He currently holds his FINRA Series 7 /66 securities licenses and Life/Health insurance license.

David currently resides with his wife, two sons and daughter in Manchester, CT. He enjoys boating, fly-fishing and archery in his spare time.

Disclaimer

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.
Wealth Preservation Partners, LLC is independently owned and operated.

Wealth Preservation Partners, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.