David C. Lackmann, CFP^®, CIMA^®

David is the senior vice president and senior portfolio manager for the Private Wealth Management Family Office of Raymond James Trust, N.A. David comes to Raymond James with 19 years of experience in the financial services industry, having been formerly associated with LaSalle Bank and Wachovia Bank. David holds a BA in finance, a BS in political science, and an MBA from the University of South Florida and is a Certified Investment Management Analyst (CIMA^®). David has earned the Certified Financial Planner™ designation from the College of Financial Planning. David is also a Level II candidate in the Chartered Financial Analyst program (CFA).