David F. Jenkins

David has committed over 30 years to applying structure and discipline to each of his clients’ financial situations through his detailed analysis of their finances. As Managing Director of Wealth Advisory Services, David uses a top-down approach to review all aspects of the individual client’s financial picture, tailoring highly customized investment plans to work toward making their lifelong goals attainable. He provides documentation with active monitoring, analysis and reporting to each client’s satisfaction.

Prior to founding Wealth Advisory Services with partner Paul in 2003, David managed a financial practice at Prudential Securities which was an industry-leading financial services company. At Prudential, where his roles included Assistant Branch Manager and Branch Training Manager, he was responsible for providing clients with independent financial advice and for training all new financial advisors in asset management.

He completed both his undergraduate and graduate studies at Syracuse University, where he earned a Bachelor of Science in Engineering and an MBA. David was awarded the designation of CERTIFIED FINANCIAL PLANNER™ by The American College.

David resides in Doylestown with his wife Caroline, to whom he has been married for over 40 years.  He has three grown children, one resides in Boston and the other two reside in Doylestown.  He enjoys spending time at the lake with his family, as well as golfing, fishing, hunting and skiing.