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David Morisette

Executive Vice President

David’s career began in corporate management where he worked for a national company for eight years. Intent on pursuing his interest in the investment world, he made a career change and entered the financial services industry in 1996 as an independent financial advisor with one of North America‚Äôs largest financial firms.

Over the next ten years, David continued to develop his portfolio advisory services and in 2006 co-founded WMS Financial – a company specializing in cash flow strategies. David is both insurance and exempt market licensed in order to provide clients access to a wide range of investment opportunities and structured products. Over the years, David and WMS have built a business that today has advised on over $100mm of investment assets.

David is a student of free market economics and sound money principles. His studies continue with the Mises Institute and several independent, private research advisory firms.

He and Kathleen, his lovely wife of 17 years, have two wonderful daughters together. In his spare time, David enjoys reading and outdoor activities such as kayaking, mountain biking and hiking. He and his family actively support several charitable organizations focused on education and support for girls and women around the world.