David is a proud Polk County native who brings a lifelong commitment to discipline, teamwork, and excellence to his work with clients. A former collegiate athlete, David played baseball for Florida Southern College while earning his B.S. in Business Administration with a minor in Finance, while also completing his MBA from Florida Southern.
David’s competitive spirit, shaped through years of athletics, now fuels his dedication to delivering the highest level of service to the families he works with. He is committed to continual professional growth and has completed his Series 7 and 66 examinations and is currently pursuing the Certified Financial Planner designation.
Outside of work, David enjoys playing nearly any sport that involves a ball and values spending quality time with his family. He brings the same energy, focus, and team-oriented mindset to his personal life as he does to helping clients pursue their long-term financial goals.
David Butz holds the Series 7 and 66 registrations with LPL Financial.