My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Loudoun County Chamber of Commerce
Board of Directors/Finance Committee Member/ Past Executive Committee Member
- Boy's Basketball Coach - Seneca Ridge River Bend Basketball League
- Past Board Member - Treasury Management Association
- Past Cub Scout Volunteer
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Asset Management
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Education Planning
- Exchange Traded Funds
- Corporate Retirement Plans
- 401k Rollovers
- Insurance Services
-
Personal Financial Specialist Designation, 2006
- Executive MBA, 1994
George Mason University
- B.S. - Accounting, 1976
Robert Morris College
- Certified Public Accountant, 1981
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health, and Annuity Insurance Licensed
- Received Loudoun County Chamber of Commerce Annual Dick Brennan Volunteer Award in February 2010
- 2006
- Present: Morgan Stanley Smith Barney
Vice President
- 1997
- 2006: Legg Mason
Financial Advisor
- 1986
- 1997: The Acacia Group
Treasurer and Controller
- 1983
- 1986: The BDM Corporation
Director of Treasury Operations
- 1978
- 1983: GEICO Corporation
Auditor and Financial Reporting Accountant
Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals. To learn more, email me.
What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.
David Trosko is licensed in the following state(s):
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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