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David LaMay, Financial Planner

Published Dec 31, 2018 • Last Updated 02:32 pm, December 31, 2018

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Dave LaMay has been a financial advisor since 1991. He provides portfolio management, fi nancial planning, and consulting to individual, family, corporate, and not-for-profi t clients.

LaMay received his bachelor of science degree in fi nancial management from Franklin Pierce University and his MBA from the University of Connecticut. He has completed supplemental education programs at The University of Chicago, Booth School of Business, Columbia University, and the Yale School of Management and is a member of the Investments & Wealth Institute™.

LaMay is an Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™, and Certifi ed Private Wealth Advisor® professional. He holds the Series 7, 9/10, 24, 50, 63, and 65 securities registrations, as well as the State of Connecticut Life Insurance and Variable Contracts licenses.

LaMay is a member of the Middlesex Hospital Philanthropy Advisory Council. He serves as chairman of the Old Saybrook Board of Finance and is an active member of the Old Saybrook Fire Department. A graduate of Xavier High School in Middletown, LaMay served six years on the Xavier High School Alumni Association Board of Directors. He is an adjunct professor, teaching fi nance on a part-time basis at Albertus Magnus College and Central Connecticut State University.

This information was provided by David LaMay. For more information, email David LaMay at nancial.

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