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David Vigil CFP,® CIMA®

David Vigil CFP,® CIMA®

Managing Director, Private Wealth Advisor

David works with a wide array of successful families, business owners and corporate executives investing and managing money working with each client individually to ensure he understands their current situation, personal feelings, family dynamics and financial goals.

David served in the US Army as a Supply Specialist and as the Head Golf Professional at Sawgrass Country Club.  Prior to joining LPL as an Independent Financial Advisor, David worked at UBS, Morgan Stanley and Suntrust.  This provided the foundation, knowledge and expertise to form Vigil Wealth Management.

Throughout his career, David has been committed to professional development.  A graduate of Central Washington University with a degree in Accounting, David attended the Wharton Business School to attain CIMA®, Certified Investment Management AnalystSM designation and also holds the CFP®, CERTIFIED FINANCIAL PLANNER PRACTITIONER™ designation.

David is married to his wife Vicky who together have a 22 year old daughter Baylee, 30 son Casey and a 11 year old Black Lab Bogey.

David is an active member in the Ponte Vedra Community as a youth basketball coach at the YMCA and assisting with the First Tee of Jacksonville. In his spare time, David enjoys Golfing, X-Fit and competing as a Triathlete.

WHY WORK WITH A CIMA®

WHY WORK WITH A CFP®