DAVID GOLDSTEIN, MBA

Private Wealth Financial Advisor, Managing Partner

As a Financial Advisor with more than two decades of experience, I believe in taking a holistic approach when advising my clients and their financial future. My primary goal is to provide comprehensive financial advice and portfolio risk management customized to each client’s unique needs, delivered with the utmost professional integrity.

As a Private Wealth Financial Advisor, I continue my long-standing practice of leveraging our partnerships with professionals and subject-matter experts in related fields, to help provide strategies as sophisticated as my clients’ needs. My primary objective is to help ensure each client receives the advice and service that they require, whatever stage of life they are in. Additionally, I can provide access to Wells Fargo affiliates, such as private banking, trust and fiduciary services, mortgage banking, insurance, as well as commercial lending.

In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by Financial Advisors serving high-net-worth individuals, families, foundations and institutions. I’ve also been recognized as a Forbes Best-in-State Wealth Advisor from 2019 through 2026 and a Wells Fargo Advisors Platinum Council from 2015 to 2026.

I have attained a Bachelor of Arts degree in communications, as well as a Masters in Business Administration from Jacksonville University. I also take part annually in several continuing professional educational opportunities to stay as current as possible with market trends.

My wife Sheri and I are residence of Ponte Vedra, and love to spend leisure time playing tennis, distance running, skiing, fishing and just enjoying the great outdoors with our two sons, Jake and Owen.

California Insurance License: 0L16503 Resident State: FL

2026: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2015 to 2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.