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David Gorman is a Wealth Advisor at Precision Financial Services and is responsible for providing a wide range of wealth management and investment advisory services to individuals, business owners, and corporate executives.
Before joining the firm, David was an agent with John Hancock where he focused on life insurance and long-term care. Expanding his career, David became a financial advisor with Morgan Stanley.
Additionally, David has a strong background in accounting and tax preparation from working with his family’s accounting practice.
David has a degree in business administration from Montclair State University, with a concentration in finance. He maintains his FINRA Series 7 and 66 registrations* as well as his New Jersey Life and Health Insurance licenses.
In his free time, David can be found at the Randolph YMCA, where he has spent the past six years as a swim coach.
*David Gorman is dually licensed as a Broker Dealer representative through Leigh Baldwin & Co., LLC Member FINRA/SIPC. FINRA’s BrokerCheck
Form CRS: https://www.leighbaldwin.com/form-crs/
Form Reg BI: https://www.leighbaldwin.com/reg-bi-disclosure/
